LinkU Platform

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  1. 1 vote

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  2. Make it possible to copy the text messages to paste into the contact notes.

    I want to be able to copy text messages to put into contact notes to make keeping notes on contact easier for followup phone calls or emails.

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  3. Add a pipeline view

    I currently use STREAK and love that I can see the pipeline view and create several pipelines for each category.....would be great if this was available.Thank you

    1 vote

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    0 comments  ·  Leads & Contacts (CRM)  ·  Flag idea as inappropriate…  ·  Admin →

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  4. In the contacts view, a space to add who the contact was referred by. If the referrer is in your contacts, it would link to them.

    I like to see who referred this client to me. It would be nice to have a spot to insert the referrer, and link to that referrer in the contacts view. Maybe even see how many times that referrer was referring someone.

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