Can we have a drop down box to place our leads and prospecting. A search field would be great on these too
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Anonymous commented
This would be high on my priority list. Presently manually calculate all calls and how they come to us. If we could have a monthly report of where all our leads came from it would be wonderful.
I'm guessing you could use the same technnology as how you trace jobs definitions e.g. plumbing, gasfitting, commercial gas, painting, tiling. etc. that you have in your system now??
e.g.
Website
Signwriting on van
Yellow Online
Yellow Manukau Directory
Times newspaper Howick
Times newspaper Botany -
AdminBevan Falloon (Support, Jobsheet) commented
With the new version (v5) you can enter your prospecting and lead information on Customer card > Details tab. You can search the customer list from these fields as well.