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What is the best way to see leads associate with an inventory item?
Answered
I'm trying to look at leads for 1 particular inventory item, (past and future).
Is there a way to do this? I always thought there was a "log" tab on the inventory items but I though wrong.
Ken
On the leads page, type the name of the rental in the "keyword" filter. If you get a lot of results that are similar to customer name, you could also type "rental: [rental name]" in the keyword filter to only return rentals that match that keyword.
On the leads page, type the name of the rental in the "keyword" filter. If you get a lot of results that are similar to customer name, you could also type "rental: [rental name]" in the keyword filter to only return rentals that match that keyword.
Thanks I didn't realize you can search rental items there. Pretty advanced searching tool we have.
Thanks I didn't realize you can search rental items there. Pretty advanced searching tool we have.
Here is more information on how to use the search:
https://www.inflatableoffice.com/support/knowledge-base/article/leads
Here is more information on how to use the search:
https://www.inflatableoffice.com/support/knowledge-base/article/leads
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