Leads - Allow both send email and add feedback before completing
Currently when processing a lead there is only the option of either sending an email and complete, or add feedback and complete. The work around is doing a mail merge then processing the lead but that is clunky. Would be good if there is an option to send an email (ie. template), add feedback (so appears on vendor report) and then complete the lead.
2
votes
Josh
shared this idea
We updated the leads dialog in 2022 to include the ability to do common actions right from the lead. This includes sending SMS, emails, adding feedback, reminders and notes, as well as booking appointments.
