Reporting features should be improved. For now, you are able to make charts one entity at a time. I think it would be great to form a custom sales pipeline charts without extra modifications (custom fields & entities ). For example pipe line in which we have lead, opportunity, quote(s), negotiations of the quote and finally win/lose. Currently we create customer log functionalities...and getting good in that...but couldn't this be a standard function.
Category: Lead Management
Needs Votes