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Territory Planning

Ability to Undo Bulk Account/contacts assignments/Removal within the day

This helps Assigning users to Undo accidental Account Assignment or removals.
Guest 3 months ago in Territory Planning

Standardize Facility Type Classification

Customers currently lack a reliable way to determine and confirm facility types (e.g., ALF, NH, B&C) that do not bill Medicare. This results in inconsistent classification and manual work (e.g., Excel filtering). This proposal introduces a sta...
Guest 7 months ago in Territory Planning

Radius search in mobile spotlight

Add an option within Market Spotlight on mobile to allow radius searching. Ex: 50 mile radius, 10 mile radius, etc
Jessi Owens over 1 year ago in Territory Planning