I currently use Trello to manage web development projects and would like to use the CRM functions also. What Ive not been able to identify is how to enter the value of a deal / quotation I have provided to a prospect. I also have not been able to find information regarding reporting of the total value of deals in the pipeline at the various stages of the negotiation process.
Any guidance re this would be greatly appreciated :-)
If you had to thrive a new habit during a lockdown, what would it be? Trello
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