Looking at the list of leads it is easy to see the status. But would it be possible to view when te next task associated is to that lead? Then we can print or view a list with all leads with whats next to do or last has been done when discussing them in a meeting.
Before the CRM we used a list (excel) with the name lead, whats it is about, and when the next action will happen (and by who). Going through this list it is easy to see what needs to be done. Now we would like to get such an overview from the CRM.
Before the CRM we used a list (excel) with the name lead, whats it is about, and when the next action will happen (and by who). Going through this list it is easy to see what needs to be done. Now we would like to get such an overview from the CRM.
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