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RobbDillon
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Member since ‎Feb 25, 2019
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RobbDillon on July 30, 2020
Can you save a task and not have it auto-complete?
the new interface automatically 'completes' a task when you save it. Can you turn this off?? Tasks aren't necessarily complete when you save. For example, if i have a prospect I am following up with, I will use notes section to track my activities read more
Reply Idea Tasks
6 upvotes
12 Replies
RobbDillon on June 20, 2019
Quotes - Annual Value
Please update Quotes to show Annual value, not just monthly. Per below, you should be able to show a prospect the annual cost, not just monthly. Also, related to monthly, it should not include non-term items. For example, our implementation fee is read more
Reply Idea Documents
10 upvotes
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