- Desktop Sales Manager v6.7.3.3 released
- Three Minute Drill: Founder Crazed by 500% increase in revenues
- Increasing revenues and satisfaction with Web 2.0 technology
- Three Minute Drill: Entering a new sales opportunity
- Three Minute Drill: Updating The Overdue Deal
- Multi user versions and sales team support
- Quickbooks connection?
- Developing software out in the open
from the mast...
navigation
Shopping Cart 
0 items in Your cart

"Global" Features Stored in Pipelines
After posting the last comment, I see I can open multiple copies of DSM and use different global features (but not all) in each instance. It works, but I loose total business info at the bottom, and I don't know which taskbar button to push to get the pipeline I want. Further, when I've got six or more open, it crowds the taskbar out.
I'd like to suggest an option for future releases in which most (if not all) options are pipeline specific and not DSM global. As a manufacturer's rep each of my companies wants different things from me, and I manage my business a bit differently for each company. I'd like to archive my wins/losses for different companies into different files. I'd like my columns to line up differently in each pipeline, and to use the correct template (with it's appropriate defaults) in each pipeline. These are just a few examples.
Still, all in all a great product!
Regards, Tim Sullins