K
Kelsey Flanagan
Merged in a post:
Track Other Means of Communication vs Just Email
S
Sarah Dionne
I would really really love to be able to track voicemails I leave, in person meetings, phone calls etc. so that the last contacted gets tracked. Right now I am writing it in the notes but I still have to click into the event in order to see if I contacted them. Would love just a little column on the dashboard that says "last contacted" vs just "last emailed"
K
Kelsey Flanagan
Merged in a post:
ABILITY TO SHOW PROGRESS OF SALE (EMIALS, TEXT, PHONE LOGS ETC.
E
Eddie Sumano
Id like to be able to see the sales process of the lead with phone call logs and times, text messages sent so we can see the progress of the lead so if another member takes over they know whats transpired to that point.
K
Kelsey Flanagan
Merged in a post:
Ability to log phone calls/meetings in addition to emails
M
Matt Zarif
As a workaround, we have been sending an email in the tread to just ourselves in order to log phone communication. That way, we can use the "last emailed" feature to see when the customer was last contacted, whether it was via email, phone, or meeting.
K
Kelsey Flanagan
J
Joanna Fenerlis
J
Joanna Fenerlis