Done

Enhancement regarding Lead Notes

Customer requested visibility of Notes in the Lead Logs section. Customer would also like to have an option to hyperlink any text (Lead Number) while taking any notes regarding a lead. Thanks

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Mike Sullivan posted about 1 year ago

Discussion

  • Product Team
    12 months ago

    Hi Mike,  Good news, your feature request is now live.  You now have the ability to view all the leads notes associated with a customer under the History section of the lead logs tab. I've attached a screenshot below for your reference.  Please share your feedback on this request, if any. 

  • Product Team
    about 1 year ago

    Hi Mike,  Thanks for reaching out about your request! We're currently reviewing it and will update you after an internal discussion. Feel free to share any additional requests you have in the meantime. 

  • Product Team
    about 1 year ago

    Hi Mike,  I'm pleased to inform you that we've added it to our development workstream, and it's currently in progress. We're working diligently to bring this enhancement to life and will keep you updated on its progress. 

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