Notes on open quotes
planned
Daniel Rediger
Merged in a post:
Expand CRM Functionality
S
Sam
We would like to be able to leave notes for specific leads/quotes. A texting integration would also be really helpful.
Daniel Rediger
Merged in a post:
Notes
H
Hayley Thompson
It would be great to have ability to have a note section for leads and bookings. This way we can track contact points like text/calls that we have made, special requests, follow up information, etc.
Z
Zach Capshaw
marked this post as
planned