Greetings community,
We are looking for folks that are willing to spare an hour of your time to participate in a feedback session, specifically regarding creating and managing activities within an opportunity and/or contacts. If you work within the sales module of CRM daily and love or hate the way you manage and create activities, we want to hear from you! Please reach out to me here with a private message and I will schedule some time with you.
Cheers!
Jin Kim
CRM Product Owner
We are a small company. We use the contacts and opportunities portion of Acumatica CRM. I would be happy to spend some time discussing my experiences and opinions.
I have a couple of common suggestion from customers, when it comes to the CRM activities.
Hi
I have some suggestions as well on the CRM.
Shilpi
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