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
Log in to comment and vote
No comments yet
Be the first to share your thoughts.