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
  • etc...

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!