General Lead Notes Feature
complete
T
The Funky Brewster Coffee Catering
I need a way to record general notes under a lead, not just event-specific notes. This would help me remember specific client preferences, such as likes, dislikes, or frequently used services. Having a dedicated field for general lead notes would be beneficial for tracking important client information that isn't tied to a specific quote or event.
Daniel Rediger
updated the status to
complete
We now have notes that can be added and pinned for a specific contact.