We'd like to create complete dossiers per deal after completing one, saving it outside of PD.
- All fields
- What & when activities were done
- What notes have been made
- E-mail traffic
Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company (and thus our PD) should be able to view this dossier.
Once every year we have to report these kind of things to a board. So it would be very handy if it could be exported by the touch of a button.
I know this is possible with the activities, set up the filters and go. But I miss all the contact within mails and Notes (Pipechat).
Hope there is a solution to this!