Discussioni 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... Leggi di più

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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