Sales Lead: Customization of Lead Details with Actionable Fields

Summary

Introduce the ability to add customizable fields to leads, such as "Next Action Date," to facilitate more effective follow-up and lead management. This feature would allow users to tailor the lead capture process to include specific details pertinent to their business operations, like lead categories, interests, and challenges.

Intended Outcomes

• Users can sort and manage leads more effectively with fields that match their follow-up process.

• Tailored lead management that captures unique business requirements, enhancing the CRM's adaptability.