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Leopard CRM 1.4.1.0 Release Notes

on 16 Dec 07

Type: Release Note     Category: System Options

This new version of Leopard CRM features enhancements to the sales functionaity.  Changes in this version include:

  • Notes saved against sales are now linked correctly
  • New design for the sales leads screen
  • Sales can now be categorised (sales categories can be edited in the administration edit lists screen)
  • Sales now have the option to project amounts and closing dates to assist with forecasting
  • Sales can now have a dollar value assign to them upon closing
  • Marketing campaigns can also have a dollar value assigned to them
  • Sales can now be linked to marketing campaigns
  • CRM dashboard redesigned
  • Past calendar items (older than 30 minutes, was 12 hours) are now removed from the top of the list
  • Added shortcut to create a calendar item for the current day form the dashboard
  • Added shortcut to create a new event from the dashboard screen
  • ll

WD

 

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