Add Leads Panel to Client and Companies.
Joe_1462 Posts: 29
edited June 2022 in Ideas and Product Feedback #1
The Leads Section is looking very good, but before I would be able to use it I would love to see a Lead's panel in the Client and Companies info. Currently If a client has 2 projects in Deals and 2 in Leads, there is no way of knowing that that client has leads by looking at the customer's info or their companies info.