I would like the ability to change the header description of "Deal" to something more appropriate that my client wouldn't be offended viewing, Like "Project" or something industry appropriate.
In my industry "Deal" sounds shady, and it's not something I care to share with a potential Client.
Also the word Deal, doesn't have any psychological value. However something more positive like 'Project' or 'Commission' has a more sophisticated and human perception from the viewpoint of the Client.8 votes
We’ve updated the client space and rephrased the wording. Thanks for the suggestion!
The Lead list is ordered alphabetically by last name. I don't know why the contact list is not ordered that way. Please change!1 vote
Thanks a lot for using our App and for sending this request our way! You can customise sort order both on Leads and Contacts views to list records alphabetically by last name. We recorded a short video explaining how to do it. You can watch it here: http://bit.ly/1HZq07y
Base Support Team