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CRM

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Add as Account Option in Marketscape Insights

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 9 months ago in CRM 0 Future consideration

User Adoption report to include App Session information

The User Adoption report only shows Logins, but doesn't account for App Sessions
Jessica Owens about 1 year ago in CRM 0 On Roadmap

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.
Andy Powell over 1 year ago in CRM 0 On Roadmap

Match targets to CRM

The CRM detail page has a "Targeted" yes/no indicator. It would be nice if that status matched the target list in Marketscape
Tim Arrowsmith over 1 year ago in CRM 0 On Roadmap