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.1 vote
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 you1 vote
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.1 vote
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