Currently when creating a recurring task, it only appears on the calendar on the last day the task is due. For example, if I have a recurring task for weekly updates every Monday over the next 5 weeks, it only displays on the calendar on the 5th week, not every Monday.It needs to appear on each day the task should recur so that the team member assigned can see it on their weekly calendar.
We need to be able to set appointments with the team that recur weekly/monthly like meetings, performance reviews or mental health check ins with staff.Currently we can only add appointments with clients. And if we create meetings as tasks, we can't make them appear on the calendar weekly or assign to multiple team members.
I've been working for a while on some project templates and started to apply them to different clients and now I want to have the same templates in another account and there is no Export/import functionality!!!The only thing we can export are the contact in CRM.We need more options, don't you agree?
Suitdesh going to provide quote/proposal, offer, deals and contract, it will be amazing if we get Sales Pipeline view for all proposal and deals till contact,
Easy and clear sales funnels allow you to control your sales pipeline from one responsive field with board, calendar, and conversion views. With the help of different views and filter tools, you can precisely analyze your progress and determine your next best step for success.
The E-Sign that is currently available in the Onboarding Flow does not contain an electronic record and does not allow for a countersign. It would be great to be able to start the Onboarding Flow with a legit contract with an electronic record and countersign.And additionally, I'm not sure if this is currently possible, but being able to direct that completed contract (and forms from that Flow) to the client files instead of having to retrieve them from Flow submissions.