Ideas Portal
This will be good visibility for customers - will help them find calls that did not match to an existing CRM record (maybe the caller used a different phone number)
and this will be great internal users for accounts that have unusual CRM dept/elevation settings and an AM, or support is working with them on CRM issues/concerns/how to
Should show on exportable call reports
We created a Power Bi report to handle this right now. But we shouydl build something like this in the future
