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Would be great to be able to categorize or Group Emails into meaningful categories (ITB, RFI, Proposal Deliveries, Followups,...
Add the ability to change the permissions of the roles in Followup CRM
Followup CRM loads slowly, speed optimization would be great!
should be able to reorganize all fields in the company profile area so custom fields can go towards top
When inputting the DATE for each of these fields in project data it should then prompt for a specific time to input as well,...
Contract and Dead dates and other important dates should be able to have "values" similar to the sale activity section
These should be drag and drops- it's so hard to edit the order since you have to go into all the individual fields and change...
Currently Followup only has the ability to send a signature notification to whoever’s account sent the proposal (Account...
I would like to see a calendar display that is more streamlined for sales meetings. I imagine the following changes to the...
It would save so much time if we were allowed to copy the document folder as part of the "copy as related file".
