Lee Emerson
Posts
-
CRM Won Lost column headers
Headers of won and lost should show have # and $ summary also RI 7-12-20 Req
-
CRM OPP Name
Default Opp Name, shorten the date format to 1/1/20 or 1-1-20 or 20-1-1. some are hard to read on phones. the shorter the better 7-11-20 Req
-
CRM Sample Check Out
Sample Check Out - In products have a box to click if sample is being taken by the customer or scan again somehow. Have a button on products to scan samples back in or uncheck the box when returned...
-
CRM Sold job $ update
Won $ on opp summary on pipeline should update automatically when a job is created.
-
CRM Lost opportunities
Sort/ filter for Lost customers today, this week, mth, date range with an option to sort by column headings and product code to see where in the process jobs are being lost and what categories
-
CRM SP name on summary
Dashboard pending tasks, add SP name to after opportunity name
-
CRM Dashboard Tasks
Dashboard pending tasks, default to SP, but sort an all SP for mgr to view. Also sort on not complete, all , past due
-
CRM SP default for tasks and appointments
Tasks and appointments should default to the sales person, but also the ability to see all by the mgr
-
CRM Task sort
In activities, tasks should be sorted with the most recent on top, similar to comments. Also enable click to open on the top task in orange
-
CRM Remove tasks from Calendar
Remove tasks from Calendar, it only clutters it up