Submitted by Visitor (not verified) on Sun, 11/21/2010 - 14:49
Hi,
I would like to be able to click on a deal (or contact) and see a history of all the tasks related to that deal. So for instance if a prospect rings me I can type in their name and see a list of meetings I had with them with my notes on these, any calls (again with notes), proposals sent to them etc.
This is is one of my main criteria in buying a CRM. Your product looks good so I would be delighted if it had this functionality?
Thanks,
Roseanne
My @Cloud is NOT a 1965 song by the Rolling Stones.
My @Cloud is a free service of this website for managing your deals and contacts in @Cloud databases. Free for two databases, soon-to-come paid versions will allow sales managers to connect to their vast sales realms (i.e. more databases) through more-than-two database connections.
Submitted by Software On Sai... on Mon, 11/15/2010 - 04:46
What Is My @Cloud?
My @Cloud is NOT a 1965 song by the Rolling Stones.
My @Cloud is a free website service for pipeline storage, uploading, downloading, backup, and sharing. It provides two free "connections" to databases. Soon-to-come paid versions will allow sales managers to connect to their vast sales realms through more-than-two database connections.
Who Can Use My @Cloud?
It is available to any registered user on the website. Visitors to the website won't see the "My @Cloud" tab that registered users see.
Almost everyone does it. So here is a short video on importing leads and contacts from sources like Microsoft Outlook, Jigsaw, Hoover's, into our sales software / CRM software Desktop Sales Office.
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My @Cloud is a free service of this website for managing your deals and contacts in @Cloud databases. Free for two databases, soon-to-come paid versions will allow sales managers to connect to their vast sales realms (i.e. more databases) through more-than-two database connections.
