Ideas for SalesPad Desktop

Add Prospects to the SalesPad Mobile App

I would like to be able to add prospects and search prospects just as I do when I look for customers and contacts.

  • Guest
  • Nov 3 2015
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  • Joe Alt commented
    February 22, 2019 13:11
    Version 1.3.34.1
    Release Date 8/8/16
    iOS

    ADDED: Opportunities: There is now an Opportunities card.  Opportunities can be viewed, created, edited, deleted, printed, and made historical.  Opportunities have tabs for details, prospects, customers, contacts, interactions, and UDFs.  Opportunities are only available if SalesPad Desktop version 4.5.1.9 or higher is installed.

  • Joe Alt commented
    February 22, 2019 13:12

    ADDED: Opportunities: Line Items: Opportunity line items can be viewed, added, edited, and deleted.
    ADDED: Opportunities: Line Items: Opportunity line item UDFs can be viewed and edited as configured in the Tab Manager module on the server.
    ADDED: Prospects: Prospects now have an Opportunities tab for viewing, creating, and linking opportunities.