Task list on Dashboard (CRM feature)

CRM enhancement feature - Open SalesBuildr in the morning and see what you need to do. A task list on the dashboard. Build a task list to stay on top of quoting and proposal tasks. Reminders to call clients, meetings, etc. Possibly AI auto generate tasks from upcoming expiring contracts. Add your own tasks to keep in top of personal workflows.

Consolidated into: Checklists functionality on Oppertunity's

Please authenticate to join the conversation.

Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_UI

Date

Over 1 year ago

Subscribe to post

Get notified by email when there are changes.