Prospect (BETA)

This topic has 1 reply, 2 voices, and was last updated 8 years ago by Jose Rodriguez.

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- October 16, 2017 at 6:38 PM #1388
  
  TestUser1001
  Participant
  
  When I open Prospects from the Dashboard I would like the option to see and edit notes directly from that list.
  
  Name, Program of Interest, phone, e-mail, notes and sorted by latest date
  
  This will allow me to call and make notes on the call without having to open the prospect profile to see program of interest and to view notes I taken on the initial call backs
  
  And also a back button to return me back to the sorted Prospects list so I don’t have to re-select Prospects and re-sort to find next.
  
  Thanks!
  
  Mike
- October 23, 2017 at 6:10 PM #1393
  
  Jose Rodriguez
  Participant
  
  Hi Sir,
  
  This is a great suggestion and something we can look at implementing into ATLAS.
  
  Please keep them coming!
  
  Sincerely,
  
  Jose Rodriguez
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