I want the ability to keep track of these jobs even after they are complete. We are the first contact on a constrtuction project and these jobs need to be active through a long 1-2 year lifecycle.
Can you add a filter on a contact page, under the deals section that allows me to filter the deals right from the contact page?
At least, please add a sort button.
The current deals are cluttered, and unorganized. It currently shows a CLOSED deal on top, which is useless to me.
Could you elaborate a bit more how you'd like to filter deals? Generally, contact filters are only available in the contact dashboard, deal filters only available in the deal dashboard.
Could you elaborate a bit more how you'd like to filter deals? Generally, contact filters are only available in the contact dashboard, deal filters only available in the deal dashboard.