CRM Additions

Jackie Massey

General CRM:

To be able to complete all exports across all sections of the CRM as a whole and not just per page.

Bulk editing Leads via CSV import like Customers/Suppliers

 

Tasks:

Reporting in regards to Tasks, full task export list.

Automation to inform users of overdue tasks.

Potentially customer/supplier/lead lists to show if there is an open task/when the last completed task was.

Calendar link to allow integration into work calendars for tasks and reminders, Office 365 / Google Workspace.

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