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When looking at sales over time for a firm, a suggested product from those numbers would be beneficial.
This would allow us to have a meaningful conversation with owner and reassure them we are taking care of their firms. Since0 Not Planned
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Ability to view Marketing tab in Resource Library
Easy access to sample pieces and ordering.0 Planned
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It would be helpful to have a PDF of the contracts so we know we are ordering the correct piece.
No description provided0 Planned
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Detail transaction report for funeral home marketing fund accounts
As we work with funeral homes that have a marketing fund, they often want to know what is left (easy to determine), what funds have been spend on, and how much. Also, at the end of the year, I have to provide a detail report to the owners of the m...0 Planned
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Funeral Home Pending Lapse Online Notification
The pending lapse notification and letter, dated 10/13/2016 for Funeral Home #FH00000046, is not showing up online. Also do not have the option to pick a day, week, month for letters.0
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PLD B2B
It would be great if there was a field that denoted under a person that would identify them as a PLD user. This would make it easier to note the communication options you have with people in your Pipeline0
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align mumbers shown in OA to correspond to weekly reports. % to budget seems to vary from month to month. Just need to know why
No description provided2
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Can someone show me how I can look up data on agencies I manager like Earl Schley or Nan Fowler, Ashli Turner, FSI?
to manage the agencies better0
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Communication from customer service tab
I just found out that a client called customer service and cancelled their policy right after we wrote the policy. That was at the end of May and here we are at the end of August and they just now showed up as a pending lapse yesterday and already...0
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Add 2016 Budget to Dashboard
Add 2016 Budget to dashboard so you can see where you stand....1 Planned