Intakes - Client leads. Please add the ability to add comments into the activity log. This is crucial for us to track outreach and steps taken to get them onboarded
I see now that there is a field for outreach notes at the very bottom of the Basic Information tab. This is pretty buried for information we need to be able to access frequently and quickly. Can it be moved to the Activity Log tab so we can see it and make additions as soon as we open the lead?
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Kristin Dougherty
Jun 26
I see now that there is a field for outreach notes at the very bottom of the Basic Information tab. This is pretty buried for information we need to be able to access frequently and quickly. Can it be moved to the Activity Log tab so we can see it and make additions as soon as we open the lead?