I would like to suggest that this "became a customer date" systems property to be made into an editable property. This is because when we import from another system and we would like to back-date our "because a customer date"instead of making it th read more
Hi all - I am looking for some help. Many of my contacts who are current customers, aren't showing they are current customers. How can I link those 2 without clicking 1 by 1. In their contact bio, they are associated to companie read more
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.