Currently, anytime you send or receive an email. All images attached will save under attachements. Unsure what other companies are using the attachment feature for under contacts and deals, but this is where we store our quotes, POs, invoices and read more

The sales manager reassigns the owner of the incoming conversations to different persons, but once you click on a conversation it is marked as read (the green dot disappears). In order to have some control of the conversations, it would be helpful read more

Right now, the "Amount in Company Currency" field only reflect changes after a quotation is created. For example, if I were to want to specify that a 50% deposit worth $x is required upon confirmation, there's no way to add it in, even by creati read more

Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more