Column Category for Phone Notes
V
Virginia Corley
For the columns, I would love to be able to see my last phone call notes. As is, I can only see the last note if I created it separate from the phone call disposition note
Shelby Parker
Hello Virginia Corley! I have a few more questions for you:
- How frequently do you need to access the last phone call notes in your workflow?
- Are there specific details from the phone call notes that are most important for you to see at a glance?
- Would you like the phone call notes to be integrated with any other features or tools within the CRM?