CRM Usability & Efficiency Improvements
planned
Tulio Silva
- Add a search bar to quickly locate leads (currently no search available).
- Port all inputted CRM data (currently only notes and first name are transferred, causing duplicate work).
- Introduce reminders for missed follow-ups.
- Make email addresses clickable (like phone numbers) to open Outlook or the default mail app.
Tulio Silva
planned
Tulio Silva
Merged in a post:
We have been using CRM for 3 months now. It needs a search bar to locate leads in a timely manner. Currently no way to search leads.
A
Ashley
Tulio Silva
Merged in a post:
Porting CRM information should be all inputted info. Currently only notes and first name are ported. This causing double work. Please port ALL information added.
A
Ashley
Tulio Silva
Merged in a post:
Would like reminders for missed follow-ups in CRM.
A
Ashley
Tulio Silva
Merged in a post:
Clickable email in CRM
L
Lauren Tiggeman
In the CRM, you are able to click on the telephone number and you can open the Team app and call from Teams. It would be amazing to make an email contact clickable to open Outlook, etc. to email. Thank you!