Sales Leads: Location Field Creation and Linkage to Lead Records

Summary:

The proposed enhancement involves adding a location field to lead records in the CRM, allowing users to create and link a specific location to a lead. This location would then seamlessly carry through into subsequent quotes and job records. The feature is designed to leverage existing location data, improving efficiency for users who receive leads with pre-known locations.

Intended Outcome:

• Streamlined lead-to-job process with the automatic transfer of location details.

• Reduced manual data entry and potential errors by utilizing existing location information.

• Enhanced data consistency and accuracy across the CRM, quoting, and job management modules.