CRM Dashboard & Pipeline View
Implement a dashboard view to track proposal stages (e.g., Sent, Viewed, Accepted) and organize documents by year or fiscal period to better visualize the active sales pipeline.
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Upvoters
Status
In Progress
Board
Feature Request
Date
5 months ago
Author
Marianne Amaudric
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Upvoters
Status
In Progress
Board
Feature Request
Date
5 months ago
Author
Marianne Amaudric
Subscribe to post
Get notified by email when there are changes.