Mobile Billing Date
Can you a column on the mobile website that shows that last billing date. when I am on the streets and I go to look up a prospect in our system I always have to switch to the full site in order to see how long ago they have been billed or prospected.
2
votes
Sal Yanez
shared this idea
I think you’ll be pretty impressed with the improvements to prospecting from the road now that this feature is in place.
This is live so go check it out! Search for an account and look at the accounts int he Other Account section to see when the last activity was, if a next activity is planned, and where the account is spending (or being prospected)
Thanks for the feedback!