Genius Note Pin Feature
C
Cory Frick
When receiving a lead, the genius gives us a brief note. You need to scroll through the lead to review all details. It would be awesome if the brief note from Genius could be automatically pinned to the top. That way, when a producer receives the lead, they can fast-track the call and text to the customer with the note from Genius as the primary point of focus, thus reducing lead response time.
Shelby Parker
Thank you for posting, Cory Frick! I have a few more questions for you:
Thank you for your feedback, this is really helpful. Our team will look into it and get back to you soon.