Upsales Ideas

Text field for comments when assigning leads

The possibility to add a comment when assigning a lead to a sales contact will provide better information for sales, understanding what kind of leads it is, having in mind the sum of points not always gives the bigger picture.

  • Yvonne Dahlberg
  • Dec 5 2017
  • Already exists
  • Admin
    Joel Feist commented
    December 6, 2017 15:33

    Hi,

    You can when assigning a sales rep click on settings and write a short comment in the activity description. 
    Is this what you are looking for?



    Joel Feist
    CTO

  • Carsten Østberg commented
    December 7, 2017 07:44

    Yes, actually it will. Thanks Joel!