MAX your roll-ups! Are you keeping an eye on your lapsed customers? 👀 📆

The Problem: Wouldn't it be great if you could easily see the date of your last won opportunity directly on the account record page, instead of sifting through your opportunities? Even better, if you could identify an account as a current or past customer at a glance. I don't know about your business, but in … Continue reading MAX your roll-ups! Are you keeping an eye on your lapsed customers? 👀 📆