CRM Question

Guest shared this idea ago

Under Consideration

When you enter a note in CRM it has the checkbox to say this lead only....

that is a great option, but could it be reversed to make it default to this lead only and check for all leads.

We have been finding it confusing when notes are entered for a client on an order and it goes through all the leads.

Example,

Call her on monday to get payment.. that then goes to all leads and if someone doesnt pay attention to the notes they may get the info on the crm confused with the orders.

IMO it seems more likely people would want the notes per lean normally not all leads normally.

I like this idea

Comments (2)

Cody S. ● 5 years ago

Sorry for the delay. My reply from this before must not have saved... \

I've entered this feature request into our product development system. It's a good idea, but it's development might be a little bit trickier than you might assume.

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