Display all your opportunities in a way that makes immediate sense, so that you can take control of your opportunities to close sales faster.
A picture says a thousand words. Ability to quickly update milestones without visiting your CRM. Ideal for none power users of CRM.
- Add a Space (or use an existing Space).
- Add a Page (or several depending on your pipeline).
- Add applicable CRM Milestone App repeatly a number of times to match your opportunity milestones.
- Add credentials of your CRM which we will save encrypted to speed up access of data next time you log in.
- For each App instance, configure an opportunity milestone.
- Refresh if needed to see your pipeline.