Deal Priority List | Voters

Deal Priority List

JACOB BADILLO

Something where we can highlight and organize our most engaged prospects, hottest leads, and key customer profiles. Ideally, there would be a folder or tab where we can easily access all high-priority customers in one place instead of searching through the entire CRM.

Shelby Parker

Thanks for sharing this, JACOB BADILLO — really helpful context. Totally hear you on wanting a single place to highlight and organize your hottest leads and key customer profiles instead of hunting through the whole CRM. I’m looping this into our review with the team, and we’ll follow up if we need any extra details on your workflow or how you’d want that “priority” list/folder to work.