Board (Kanban) View for Proposals
in progress
J
Jessica Oliveira
It would also be nice to have a sales funnel view showing the total proposals created, how many were sent, the percentage accepted, and the percentage declined.
J
Jared OMara
Jessica Oliveira Oh my god, yes. This would be fantastic. I think they are accomplishing this with the Zoho CRM integration but it would be better to have this and other CRM functions inside Portal.
Kirk Chisholm
in progress
We've started on board view and have our initial designs complete.
E
Eric Pyle
It would be great if you could section this put into hierarchy categories (Opportunities with corresponding phases, Project with corresponding phases and service with the same)...All with KAN BAN functionality
C
Chad Weuve
Any update on this? The CEDIA 2023 RECAP shows this as coming in Q4 '23 along with quite a few other important features that were expected to be released this quarter.
J
John Cuello
Can you do something that integrates with Monday.com?
Kirk Chisholm
planned