Discovered a need to build proposals that do not have a dollar amount assigned to any of the listed milestones. This helps lead the way to creating a type of requirement proposal to list milestone needs before assigning a dollar value to them. I updated the proposal to zero out any reference to a dollar amount in those situations. Added the ability to flag a milestone from a proposal as a template, these can then be found in the new template tab. You can copy a template milestone and paste it directly into the currently viewed proposal.
LEAD MODULE CHANGES
When first introduced, the leads module didn’t have a very robust set of options but it continues to gain more speed with each new release. Here is a listing of the changes made for leads within InBizness 2.7.
Added the key id for a campaign to create a link from a lead to a single campaign.
Added the ability to create a new quote from a lead record and added a tab and portal to show the quotes that have been placed into the system for a lead.
Added the ability to link an existing contact record to the currently viewed lead record.
Added the + button next to the contact name field in the address info section to quickly add that person to the related contacts table.
Added a script / button to automatically create 8 follow up events for a lead record. These events can be staggered over time and can include by phone call and email activities.
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