I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.1 vote
It would be amazing if you had some sort of search bar to find information within your notes and activity notes.1 vote
Would like something new in place, that will help managers identify when a new business account has reached their 12th month1 vote
We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…
“Show me accounts where thy will no longer be considered new next month and are considered new this month.”
Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!
Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.
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.
you have a drop down for it in create/edit contact dialog but no field on the import wizard1 vote
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