Trying to measure how much F2F activity is being attempted in a given territory so that I can coach sales management team. Currently I can only see if they were successful in meeting someone. In rural areas many FHs will not be staffed.

When you go into permissions, you will notice there are 2 places to update this...the top one does not work at all but the bottom does

We receive multiple calls from FHomes that have issue uploading documents. This is a user error 9 out of 10 times because they are not selecting the document type. Can we make this area Bold or standout with a red * or something - so that is is mo...

This would help us know how many "rooftops" were productive over time; who is adding accounts and who is losing account.

username - ceastman1 Contract - 1701961 On the new Business widget under "Settled" "This week" this contract shows twice and is adding in the volume twice. There is one thing special with this contract. It was started in DIGicon and due to issue...

This will save time for sales people who are following up with Facebook leads. There will be a single point of entry that includes all of the submitted info (name, email, phone, age, etc.)

It would help us to manage our managers results as well as our sales professionals results if we could view the reports in layers so we could compare the previous years. For example, currently when "Last 3 years" is selected the results are displa...

I ask, along with my fellow pre-need counselors that you change our volume numbers to be exact I (we) really hate this 100.1 method. We would like to know if we sold over 100,000 that it shows exact. Example 100,231 This would really be better at...

I believe at one time this did list the funeral home number and the Funeral Home name on the Death Claim submission. This will help the intake team when they are going to work the quote. it will speed the process up as to having to go and research...

see above