Whale-come to the Engagio Hydrophone!

       Engagio is dedicated to building a platform for you and we want your input! The Engagio Product Team reviews ideas submitted through Engagio Hydrophone on a biweekly basis and use these ideas as we develop new features, so don't be shy! 

CRM long text fields in Account Summary

This idea is to improve the usability of long text fields in the account summary module in Engagio. At the moment, only a small preview is shown (see Account Plan in the below screenshot). Ideally, we would be able to expand the contents of a field and edit it with sync back to our CRM.

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The purpose of this improvement is to allow our ABM teams to view and manage their account plans and next steps / updates from Engagio, rather than needing to hop back and forth between Engagio and SFDC during their stand up meetings. Account planning and tracking progress as a team is a core tenant of ABM and being able to manage this in our orchestration tool (Engagio) would be immensely valuable.

  • Guest
  • Jun 4 2019
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