Edit customer and lead stars from the map
Currently when you want to edit a customer or lead you have generated on the map you have to switch over to the lead or customer page, then you have to search it on the page. You can see details from the map but not edit the details from the map, I think it would be beneficial to edit from the map as it saves time on the door so you aren’t fumbling around infront of a customer or lead to find and edit their information.
Not the most important but definitely would make things more efficient which is our goal with a crm.
Log in to comment and vote
Comments1
Noah Sanches
Apr 24
The “See Details” button now properly links straight to the associated lead/customer contact! Thanks for the feedback here!