Add in a 'project completed' section after 'won'
I love the app but just wonder if you can expand the features to allow me show when i've actually completed a project.
This will allow me to track my opportunities and any tasks and meetings that relate to that, then, if successful, I can change the status of an opportunity to 'won' - then I can add in any relevant meetings and tasks to be completed until the job is finished. Once the job is completed, I could change the status to completed and the app could archive 'completed' work as well as 'won' work.
AdminDaniele Calabrò (Admin, Sellf) commented
thanks for your suggestion!
Mikael Elkan commented
Good idea. Very much in the lane I was about to suggest: some sort of task overview in time - a calendar. Most of us tend think that we can manage more than ew actually can. A task overview on a timeline would help to become more realistisc with how many task and customers you can handle in a day. We produce this data all the time, and no one cares...but us.