Mobile App
planned
S
Sarah
Something that you can quickly put an opportunity in whilst on the road or with a client… you may not have much detail – only the client or the business name – however it is enough to trigger a memory or even an assistant (or an automated process in the background?) when you get back to the office that you need to send paperwork or an email to get the opportunity started?
I imagine it would be a light version of the CRM with dropdown boxes to simplify the process?
S
Sarah
planned
S
Sarah
under review