CRM Functionalities

1
4 months agoopen0

Hope you could look into these:
1. Sales stage instead of category or better separate.
2. Salesperson must have an option not to to see other sales person’s contacts/deals/notes (is there a way?)
3. Customizing menu titles may appear useless if only the main menu is changed. It would be great if it could also change other buttons inside the tabs too (e.g. I changed circles to groups but inside the CRM tabs there it still remains as circle. Might as well retain circle than confuse user.)
4. Card view doesn’t much have difference from list view. It’s great to see kanban style for the card view.



Client Portal Software Integrations