4 years ago
Showing next step on ConnectWise sales opportunities
Sales reports in ConnectWise show the next activity for each opportunity. Now you can show the same information on opportunity cards in Kanban.
Showing the next activity in Kanban helps your sales folks stay aware of their to-dos and quickly identify when scheduled activities have been missed.
To enable this option on sales boards, enable the "Next step" option under "Card fields".