Opportunity sales cycle task: add the possibility to assign the task to a different user from salesperson
When I set up a sales cycle on an opportunity,the linked tasks are assigned to the salesperson set up on the Opportunity card.
It would help if you wanted to add a default user on the sales cycle stage that wins over the salesperson on the Opportunity card.
For companies it is a li...
STATUS DETAILS
New
Project in status "Quote" must be excluded in the cash flow forecast
In Chart of cash flow accounts using an account with Source Type = Project every Projects with project planni...
STATUS DETAILS
Needs Votes
Integrate Recurring billing in cash flow forecast
The new module regarding recurring billing integrated in cash flow forecast functionality.
This is very important for companies with this type of business, beacause they haven't any iades about their cash flow forecast.
STATUS DETAILS
New