LionDesk V2 CRM Ideas Portal

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Adding POST IT Note option to client

Create post it note opt on contact so we can see when it's pulled up like 'need updated phone/email'


or other things that we can instantly see needs to be addressed when with that client.
Could be something like- GOES BY _

Don't mentiion __

When I was in the insurance industry we had this and it really helped

  • Guest
  • Mar 11 2022
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