So far we are pleased with desktop CRM Trial and will migrate to Enterprise. The Main issue ( Sticking point) is Mobile customization. For example can you customize fields and views in mobile?
For example changing viewing open leads view from NAME to FIRST CONTACT DATE? Or lead STATUS?
Our company will be using primarily mobile and not desktop.
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update