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LEADS: Metadata Storage and "Last Contacted" Field

Summary:

Enhance the Leads module by introducing the capability to store metadata against leads, similar to Contact Custom Fields, including a specific "Last Contacted" field. This field could display the date or details of the last interaction, possibly leveraging data from the client's Communications history.

Intended Outcomes:

  • Enables a more dynamic tracking of interactions with leads, directly from the Leads page.

  • Facilitates better lead management and follow-up processes by providing clear visibility on the last contact made.

Status: In Review

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