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flagging and tagging leads by color or other method
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interested in differentiating leads that we manually flag in the overview window so when we follow up the proper staff person does the follow up , ie I do all the leads for tents and dont want to have to go thru all the leads flaggged in our overview window, if it could be flagged differrently in some way I would easily know which leads are mine to follow up
The same question
This is a part of our CRM Module. Instead of just "Flag for followup" you can create specific reasons for the flag, set reminder alerts, due dates, and assign them to different Workers (this last one requires the Workers Module as well).
This is a part of our CRM Module. Instead of just "Flag for followup" you can create specific reasons for the flag, set reminder alerts, due dates, and assign them to different Workers (this last one requires the Workers Module as well).
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