• 1
    Deal Won / Lost
    9 months agoopen0
    In the CRM, it would be great to have the ability to mark a Deal as "Won" or "Lost". This would be useful for reporting, so you can keep better track of your sales.
  • 16
    Global Search Functionality
    9 months agoopen0
    Would be excellent to have a global search functionality to let you quickly find resources you need (for example, if I searched for a client's name the first result would be their CRM record, and if I searched for a project name the Project record would show up, etc.)