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
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Closed
Feature Request
[CMP]_UI
Over 1 year ago
Get notified by email when there are changes.
Closed
Feature Request
[CMP]_UI
Over 1 year ago
Get notified by email when there are changes.