Custom Project Types
C
Chris Adams
The current project types available in D-Tools' opportunity creation are not relevant to our business. We would like to export our opportunities and track their success for different revenue streams, but with the current options, this is not possible or would have to be a manual process. We have nearly 2,000 quotes per year, so this would be very time-consuming. Being able to change the project types to meet our revenue streams would be incredibly helpful.
R
Ron Perry
Yes, Custom Project Types.