1
2 years agoopen0

We need access to the Onboarding screen funnel columns for the prospect when we are working on an individual prospect screen

When working in an individual Prospects screen it is impossible to make step notes in the funnel columns as we need to exit that screen and go back to onboarding tab to then enter notes.

It would be great to have access to the specific prospects funnel column steps within their screen.
Would be great to see this under the Prospect details but above the Activity history

By Terry

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