Rename Opportunities
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G J
I deal with home service businesses mainly and want to be able to offer 'Opportunities' as 'Jobs' to my clients or as applicable to their niche. Can I have the option to rename Opportunities just like we have for Affiliates?
THIS IS A MANDATORY REQUIREMENT -- PLZZZ UPVOTE!!
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Pallavi Kothari
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Pallavi Kothari
This is now possible - the above article can help achieve the same.
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Keith Besherse
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G J
Keith Besherse: Yeah it's nice to have this... finally!
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G J
Sales & Marketing - for your review!
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Cheyenne Stanley
WE NEED THIS BAD!!!! YES!! I need this so bad. Opportunities/pipelines are still setup more as a sales tracker and really needs more advanced features and customizations for Project Management as well. It is not very user friendly for home services and when communicating with builders. Several other platforms have the same setup and my potential clients always use it as an objection!! If it is an issue on the programming side, can we potentially keep "opportunities" just for sales and duplicate the same kind of programming but allow more customizations and name it "Project Management?"