Not long ago, Daylite released their Board view for Opportunities, and I love how they've integrated it into the workflow.
About 2 weeks ago, Marketcircle released Opportunities Board for Daylite. I just love how they've integrated it into the workflow.
The visual way makes me understand where I am with my prospects, and with the filters, I can see a forecast of how exactly things are going.
Also, the 'drag and drop' from one stage to the next is a game changer, as I don't have to go to each individual prospect to change anything.
Marketcircle has a great blog post on how you can use this new feature. And if you have any questions you can always contact me.
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