- Customer contacts tab with notes and sales history
- Administrators only have access to settings as an option
- Closed date to be auto populated when record enters "won" column and nullified when removed
- Integrated maps with optimised routing functionality
- Rate card integration with automatic population of pricing values
- Activities diary with day, week, month and year views
- Connectors integration for other back office CRM and Sales systems
- The ability to turn of column totals in settings when used for business process rather than as a sales pipeline
Features Requested for 'Sales Edition' Print
Modified on: Mon, 26 Feb, 2024 at 11:08 AM
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