Discusiones de Construction Crm Software

We use it every day and it's a critical component for our business but I know we aren't getting the fullness of what it should be doing to help us as we scale and grow.

In other words we have a report that we run for our Marketing Meetings that have the different milestones (Pre-Market, Proposal-in-Progress, Submitted, Awarded, Lost and we want to see all stages every week except for Award and Lost we only want to see those that we won or lost since the... Leer más

I have updated the dates in "Control Totals," and I also updated the dates in "Change Dates." I think my dates are correct, but it always makes me second guess...am I missing something? Thank you, Alannah

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