Hi Richard, As a small company we set up a project with tasks (clients) to track business development activities. We built a custom form to capture information on clients and created a view so the sales staff could quickly see what they needed. The sales staff would simply add updates. We utilized...

HI, I would send someone if held in Minneapolis. Regards, Paul Biernat "http://brandkeygraphics.com/" target="_blank" rel="noopener noreferrer"> BRANDKEYGRAPHICS.COM