Today I have many pipelines and a lot of sales manager. They need to follow deals and contacts movements, as tasks and stage. A button who we can activate this on deal would be amazing.
Today I have many pipelines and a lot of sales manager. They need to follow deals and contacts movements, as tasks and stage. A button who we can activate this on deal would be amazing.
I was thinking about the possibility to use a workflow to manage the recurring revenue. One of the needs is to associate a date starting from the day of the contract in Recurring revenue inactive date.