Need custom fields when converting deal from leads inbox
I currently have custom fields in our new deal template that are mandatory for ensuring our process runs smoothly. I was super excited about the new Leads Inbox, but there is no way to add our custom fields when converting a deal from the leads inbox. We won't be able to use the leads inbox effectively until that feature is added.
Comments
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@Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀
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Mike van der Valk said:
@Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀
Great! Can't wait to see this one in place. Thanks Mike.
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Mike van der Valk said:
@Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀
@Mike van der Valk When do you think it will be released? Also, we would obviously need a way to filter the new fields too. Currently, you cannot filter "Lead TItle". Thanks.
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Mike van der Valk said:
@Bec Morse thank you very much for sharing here. Great news! We're working on implementing this. The leads inbox is pretty new and in the near future you can expect many exciting updates there 🚀
@Vicky Canedo unfortunately there's no timeframe I can give you. In software development it's pretty tricky to predict especially since we're working on multiple updates with the team. I've however, added this post to the feedback for our team so they notice and it hopefully adds to the priority.
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Having the same issues
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