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CRM - Contract Management, adding custom fields to manage contracts and reporting on them
Author: Shane Greenwood. HI I would like to add information on my current prospects and possibly leads, specifically who they are currently contracted with. I have created custom fields for 'current provider' and 'contract end date' I can enter the information and it works well. I need to be able to report on this. I want ot be able to run a report that will display the prospects who are due to come out of contract in the next 6 months so that i can have the sales team re-engage with them...
Tags: CRM, Contracts
Modified: 05/06/2015
Pages: 1
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