Add notes when creating an open deal instead of waiting until after its created
gathering votes
A
Austin Mitchell
I'd like to see an option to add notes into the CRM when initially putting a customer into the system instead of waiting until after the record is made so that sales can see what BDC is putting in right away so customer response time is shortened.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Austin, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.