Point of Care Ideas

Welcome to the Point of Care Idea Portal, please enter the Ideas for Features/Solutions you wish to be considered for Implementation.


If you are running into an immediate problem or bug, please continue to send a Ticket for review to the Help Desk. https://getit.brightspringhealth.com/

BPCRM Sales: Allow activity tracking at the Account level, remove hierarchy

Rather than requiring a placeholder contact to create a Sales Opportunity and track activities, offices would prefer to document activities at the Account level first and add contacts later as relationships develop. Requested by Sales pilot group.

  • Danielle Beebe
  • Sep 21 2026
  • Needs Review
Idea Background

Currently, staff must create a placeholder or "fake" contact before they can create a Sales Opportunity and document outreach activities.

Attachments Open full size
Idea Benefit

This would better align with the natural business development process and eliminate the need for unnecessary placeholder contact records.

Attachments Open full size
Compliance Risk- Business Score 0-No Compliance Risk
  • Attach files

Related ideas