As a company, we actively submit proposals on various bids and RFPs for K-12, food banks, higher education and government accounts. We want to capture this information at the account level and have the ability to run reports. Trying to figure out our…

Hi all, My sales teams would like a new Sales Stage of "Abandoned" to be available for opportunities and revenue line items. This would allow them to capture an "opportunity" that may have been just a conversation that didn't eventuate into a real opportunity…