See the Financial History of a Prospect (Heap CRM)

If you are on Heap CRM's prospect detail page, just click the "[h]" to see when the prospect was converted to the current stage, when the value was increased or when the probability was changed:

Note: Starting on June 10th, 2010 Heap CRM started to store a history of when a prospect was converted from one type to another, the value was changed or the probability was changed. This is the first feature to use this data.

One Response to “See the Financial History of a Prospect (Heap CRM)”

  1. WBP SYSTEMS / Weblog » Blog Archive » Search Financial History (Heap CRM) Says:

    [...] from one type to another, the value was changed or the probability was changed. This is the second feature to use this [...]

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