Mharie Frank

1. Community
2. Feature Requests

In My Prospects, it would be very helpful to be able to sort by term, at least, if not expanding the sort options to be as vast as the prospects table.

• Mharie Frank
• Created September 19, 2011 22:58
• 1 follower
• 0 comments
• 1 vote

1. Community
2. Feature Requests

I would like the prospect I have just entered to open up, rather than going into the My Prospect list. I have 13 pages of prospects and it takes FOREVER to search through and find the prospect I wa...

• Mharie Frank
• Created September 19, 2011 22:14
• 1 follower
• 4 comments
• 0 votes

1. Community
2. Feature Requests

We would like to see a bulk prospect importer that would allow us to assign a Counselor as well as a communication plan upon importing them. We would also like to have some way to designate term de...

• Mharie Frank
• Created August 30, 2011 17:59
• 5 followers
• 8 comments
• 9 votes

1. Community
2. Feature Requests

I'd love to have an "Add a Prospect" button next to the search box that shows up from every page. When I am entering hundreds of prospects I end up taking a TON of time clicking through to get to t...

• Mharie Frank
• Created August 22, 2011 18:10
• 1 follower
• 8 comments
• 5 votes