Search
Page 1 of 1 (2 items)
-
For my company, an estimate is the same thing as an opportunity. I would like to streamline the process by adding a "convert to opportunity" tab on the estimates screen. I would like for everytime we fill out an estimate, for there to be a tab that allows us to convert that estimate into an opportunity. The current way ...
-
I need to insert a "Title" field underneath the main "contact" on the customer and leads screens. I know you can click on the contact below and edit it and add the title but I would like for my sales people to be able to add the main contacts Title on the main screen.
Page 1 of 1 (2 items)
|
|
|