Shaped around how you work
Your stages, fields and rules, not a template's. Describe a change in plain words and Continual makes it.
A template's pipeline
- Lead
- Qualified
- Proposal
- Closed won
Yours
- Docs requested18
- Docs received9
- Return prepared6
- Filed26
- Rivera householdW-2 (2), 1099-INT missingDocs requested
- Okafor Design LLCReturn ready for reviewReturn prepared
- Chen, J.Filed Oct 14Filed
Add a client sign-off step before we file.
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