SHARE YOUR IDEAS

Certainly, it would be a benefit if we could automatically trigger an activity or activity series when moving from one sales stage to the next.

Jeff

All Contact details (Company, Contact, phone, etc) available to the Sales Opportunity List and Tab

Ability to put custom ops fields in Quotes

Auto-number quotes and ops

Alarms when an opportunity is due

Activities (even for multiple users) connected to an opportunity - so you can project manage a sale even when different part need to be done by different users or with different contacts

I agree and like to add in Opportunity List window (Table) under Process/Stage and in Dash Board Filter you be able to specify by an Opportunity field.

Example field called reference that has a code "Mailer01" This way you can in Dash board Filter by field to see how much was sold or forecasted by mailer campaign. Also have the same added selection under Stage so you can list what you want to export / view not having to go through report or selecting those records and omit them in the view.

Thanks,

JM