Could you add improvement for Clients?
📚Kanban view
When I move a contact in the Kanban view, the Tag assigned to it changes.
This could be adapted directly to "MiniCRM"
I would create 🎫Tags that would move the client as it is being handled:
.
Tags - Example 1
◾New / New Leads
◾Qualification / Contact
◾Proposal / Offer
◾Negotiations
◾Closed / Won
◾Lost / Archive
.
Tags - Example 2
◾Backlog / Ready to Start
◾Needs Assessment
◾Quoting
◾Feedback / In Decision
◾Implementation
◾Done
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Open
Feature Request
About 1 month ago

Jack S.
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Open
Feature Request
About 1 month ago

Jack S.
Get notified by email when there are changes.