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salesbuildr

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

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Procurement

Distributors

Hey {name|there}! 👋

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: <a href="https://do.featurebase.app/p/checklists-functionality-on-oppertunitys">Checklists functionality on Oppertunity's</a>

Task list on Dashboard (CRM feature)

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