Additional Buttons on Menu of IO
New
I would like to see 2 things added to the IO menu bar. First is the "add new lead" button and second would be a "funnel" button. The add new lead button would make it easier to create a lead from anywhere you navigate within IO. Small nuisance but one that would be awesome to fix.
The second would drop down an abbreviated list of leads. It would be great if we could add at least some filtering or carry the filtering over from the leads page too.
I've added an image of what I thing both ideas would look like. I've requested the button before but haven't heard anything on it so I'm adding it to this idea.
Files:
New Options.png
I like this idea 
Dude, they've made adding a lead a scroll and click, click option since day 1. Should be on every screen at all times. I've asked many times.
Dude, they've made adding a lead a scroll and click, click option since day 1. Should be on every screen at all times. I've asked many times.
i love the idea of a quick add button on the top bar even it it was over where you was talking about a funnel button, just make it green like the other button and call it NEW LEAD something press it and bam to a new lead screen to start, id also like it to open in a new window if possible so you could still be on waht you was working on while taking a call for a new lead / quote..
i usually keep 2 tabs of IO open anyway but just a thought
i love the idea of a quick add button on the top bar even it it was over where you was talking about a funnel button, just make it green like the other button and call it NEW LEAD something press it and bam to a new lead screen to start, id also like it to open in a new window if possible so you could still be on waht you was working on while taking a call for a new lead / quote..
i usually keep 2 tabs of IO open anyway but just a thought
If you use IO phone and a call come in you do get an Add New Lead button on the phone bar, as well as view leads (that looks at all leads with this phone number)
If you use IO phone and a call come in you do get an Add New Lead button on the phone bar, as well as view leads (that looks at all leads with this phone number)
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