Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.

All ideas

Showing 3

Allow for same screen contact addition

On calendar, once you choose an account and go to the drop down to choose contact- as a newer rep it has happened frequently that i have forgotten to add in a contact and i have to exit event screen and do the addition then come back and re-enter ...
Guest 10 months ago in Calendar & Events 1 Coming Soon!

Goals Visibility for Managers

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.
Theresa Stewart 12 months ago in Reporting 0 Coming Soon!

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt about 3 years ago in  0 Coming Soon!