Currently when you want to edit a customer or lead you have generated on the map you have to switch over to the lead or customer page, then you have to search it on the page. You can see details from the map but not edit the details from the map, I think it would be beneficial to edit from the map as it saves time on the door so you arenβt fumbling around infront of a customer or lead to find and edit their information.
Not the most important but definitely would make things more efficient which is our goal with a crm.
Please authenticate to join the conversation.
Completed
Feature Request
30 days ago

Lance Else
Get notified by email when there are changes.
Completed
Feature Request
30 days ago

Lance Else
Get notified by email when there are changes.