Point of Care Ideas

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BPCRM Sales: Structured outreach and activity planning

Provide the ability to track a structured outreach cadence within BPCRM. Users should be able to designate outreach activities as 1st Contact, 2nd Contact, 3rd Contact, etc., through a dropdown selection when documenting interactions.

Additionally, allow users to schedule future outreach activities, such as emails, phone calls, meetings, and follow-ups, directly from the contact record. This would create a planned sequence of touchpoints and help ensure relationship-building activities occur consistently and on schedule. Requested by David Darnell in BPCRM Sales pilot.

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

AZ offices often follow a series of planned touchpoints when developing referral sources and community partnerships. Currently, there is no easy way to identify where a contact is within the outreach process or to plan a sequence of future activities.

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Idea Benefit

This enhancement would provide greater visibility into relationship development efforts, improve follow-up consistency, and help staff manage long-term engagement strategies more effectively.

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Compliance Risk- Business Score 0-No Compliance Risk
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