Ideas & Enhancements
When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edit/delete those dashboards and create our own setup for the Intakes Overview page.
The fact that you pay extra for the intake pro product but don't even have access to change a simple start date on a report is a little ridiculous. This corrupts the data being presented astronomically based on the fact that our old data was not designed to be in Neos which causes a crazy amount of null values.