Point of Care Ideas

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BPCRM Sales: Add next steps tracking

While BPCRM allows users to document completed and planned activities, there is no simple way to identify where a contact or organization is within the relationship-building process. Users must review multiple activity records to understand what outreach has occurred and what follow-up should happen next. Requested by David Darnell during BPCRM Sales pilot.

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

Provide fields that allow staff to document the current relationship stage and next recommended action for a contact, organization, or sales opportunity. Users need a quick visual indicator showing where a contact stands in the relationship-building process. without requiring them to review activity history.

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Idea Benefit

This enhancement would improve visibility into relationship development efforts, help staff quickly understand engagement status, and reduce the need to review multiple activity records to determine what has been completed and what follow-up is needed.

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Compliance Risk- Business Score 0-No Compliance Risk
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