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Hello Michael: I will do my best to gather the data from there. Will we need to convert to the pro version to use your customization services? Also, I wonder if we need to customize the lead screen, does the work done on the lead screen also cover other instances where leads are edited, such as the "new lead" screen or does that count ...

  Hello Consultant Team: We are a new method crm customer (base edition) that is migrating a lot of data from our previous crm, Zoho. In Zoho we have customized all screens from leads to invoices to reflect our needs our needs in regards to tracking where our business is coming from (website, trade shows, print etc...). As a result ...