See the Financial History of a Prospect (Heap CRM)

Tuesday, June 29th, 2010

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.

Torch’s Financial Dashboards

Monday, September 8th, 2008

Torch now features two sections under the dashboard tab, both to help you keep track of the financial aspects of Torch.

The "Financials" section allows you to see all the open bids, invoices and their comments. The "All Financials" section allows you to see all open bids and invoices across all unachieved projects.

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