Orders/Waitlisted/Pipeline Customers
gathering votes
T
Theodore Jones
An aditional folder/submenu on the home page where our orders and waitlisted customers appear (For instance next to the snoozed button.).
These clients require monthly updates, and are long term management contacts. They require as much upkeep and contact as a client we are working as a hot lead. Finding them easily without referencing paper notes is essential.
Thank you for your consideration.
Drew Adler
gathering votes