We’ve enhanced the Deal List View options in your Deals. There are now 3 options for different Deal Views.
The Deal List will give you a big picture summary of all of your Deals. The Next Step view will at a glance show you what you need to be working on to move the deal forward. The Won/Lost Reason view gives you a quick look into what is working for you and what may need to be worked on to improve your ability to close more Deals.
Use the View drop down on the Deal page to change your view.
Today AllClients announced a new stand-alone product: Call For Info. This product is an