23 results found
I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.1 vote
pulling this up so that it can be considered as a candidate for upcoming activity changes.
Leave street address populated when linking contacts to accounts/agencies2 votes
We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.
Thanks for the feedback!
I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.25 votes
Looking to prioritize this for a future date. Moving ahead a step. Stay tuned!
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