Within Marketscape Insights - add an option for a rep to Add that physician or facility as an account within CRM. Right now, it only allows you to add as a contact.
Guest
about 1 year ago
in CRM
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Future consideration
Our team would like to see an automated alert that generates from contact birthdays. Ideally the alert could be turned on or off. It would create either an annual Calendar event for the Shared Owners, or it would generate a pop-up reminder that co...
We are working with Hospice of River Valley regarding goals. They wanted to change where we pull out the data on the referral tab. As we observe that the number indicated on the Goal Type are based on the SOC Date. They wanted to pull the data usi...
Insert and Update of records for all objects via a standard bulk upload
Insert and Update can be useful in many scenarios. Are are a few: Uploading new accounts and contacts for a campaign Setting the value of an attribute that wasn't previously used. Creating a large number of new users from an acquired company.
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On Roadmap
