Leads Module
Have a comment section on the leads for those who are not yet Customers. Would need to be able to take notes on each interaction so another Sales representative could pick up where the other sales rep left off without having to cloud the database with leads that do not go anywhere (essentially where the customer does not want our service). Do not want to continue to contact them or want to know what options have been presented to take a possible different approach with the customer.
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Juliette Dorsett
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