jimknight/crm

crm's Issues

Filter assigned Prospects according to DATE. Right now, it's listed alphabetically.

Tweak the leads email

The leads we receive are formatted as listed in the email below. Since we often forward the email to respond to the question, it requires us to change the subject and some of the content.

Would it be possible to reword the subject line to read:
Inquiry at Mixers.com from "customer name " instead of New Lead: "customer name"

Also, can we reword:
Contact Information instead of Prospect Information

Finally, can we reword:
Assigned by "Ross contact name" instead of "Ross contact name" assigned you a prospect for "customer name".

Add a way to search assigned Prospects by company name and location (search bars similar to those in the Clients page).

Assign two people to a Prospect at the same time, one being on the "cc"?

Add pagination to the clients view