Provide a centralized view of everything
Reported by Scott Miller | June 3rd, 2010 @ 04:14 PM
This is from my sales guy:
My #1 request or the CRM is a section which roles up ALL of the documentation about a specific company / contact / Lead / Opportunity. It kills me to have to look for information in every tab.
Comments and changes to this ticket
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Mike Dvorkin June 15th, 2010 @ 08:34 PM
Could you provide a mockup of how this might work? ASCII text would work fine ;-)
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Ruby on Rails CRM platform for Web 2.0 and beyond