Document communication in prospective clients list
When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
15
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Cindy Concannon commented
Yes, I have very long detailed notes in the prospective client list. It would be great to have a contact log for prospective clients.