Dashboard
complete
Karen Leeanne
Hi Guys
We absolutely need a dashboard. For ideas, please see either Pipedrive or the one Vow uses. Need to log in and all current clients/opportunities are available under user defined categories that can be dragged and dropped in to the next column as they move through the process. Anything less is just not going to cut it, considering all the new CRMs have this now. Thanks
Andy Fleming
complete
S
Sarah
Hi Karen Leeanne
Thanks for logging your feedback. We have a Kanban that allows you to drag your Opportunities to a new status. You can also filter and create a pre-saved view.
Is that what you'd like to see or are you looking for something more like a reporting dashboard?
