LEADS | Feature Requests

LEADS

Pam Davis

clicking on the lead should go directly to the lead, not to the client where you have to choose the lead again

Boaz Schonherz

Hey Pam Davis
Thank you for reaching out. 
When viewing the full Leads list, you can click the Lead ID to open the Lead’s quick view. From there, click the expand icon in the top-right corner to access the full Lead details.
Thank you,
Boaz / Prodct

Pam Davis

Boaz Schonherz when you click on the customers name from the lead list is takes you to the client information, where you must choose more and leads as opposed to taking you directly to the lead information like it used to. This is now an added change and unnecessary step. Quick View is also an additional step that is not necessary and has to open another tab for viewing. This should revert back to how it was originally to eliminate unnecessary added steps.