Leads Needs 2 Features to work for us

1.) We get leads from 20 sources. Not just a chat bot. I need to tag each lead with its source. Both when they are manually entered and when they are imported.

2.) This lead source needs to be copied over to the Contact record when the it is converted to a Deal.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Stephen Cummings , thank you for your feedback!

    We're working hard on this feature and your suggestion has been quite a frequent one, which I've made sure reaches the team for consideration. Stay tuned for news! 🚀