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Wears-many-hats
4 - Data Explorer
4 - Data Explorer
since ‎Jul 29, 2024
‎Jan 28, 2025

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We currently use the Kanban interface to track our sales bidding pipeline. When a deal is ready to advance between some stages of the sales pipeline, I'd like to require the salesperson to enter data in key fields before they can move the deal. As an...
My client is a midsize construction subcontractor. I built a CRM that tracks invitations to bid on projects that my client receives from general contractors (GCs). They typically receive multiple requests to bid on a single project because multiple G...