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CRM Entry
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When making an entry into the CRM.. is there a way to have the check box for this lead only be automatic so all notes are entered on that lead instead of having to check box it for that lead.?
The current way seems totally opposite of how it should work. It seems that most notes are for the lead you would be on not for everything the client has booked with you...
mabye switching the way the check box operates would be the solution.. IMO
The same question
I like this idea and definitely see how it could be useful, I'll talk to the team about adding this as a feature request in the settings to keep this checked by default. We'll let you know if it gets released!
I like this idea and definitely see how it could be useful, I'll talk to the team about adding this as a feature request in the settings to keep this checked by default. We'll let you know if it gets released!
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