Notes Feature / Attachments to Client on CRM
⏳ Later
Every client we work with has a ton of information that we need to have on hand. Especially if they start a new campaign.
This includes company history, target audience, competitors and more.
I'd like to request either a notes feature with rich text capabilities and multi page capabilities to keep things organized -or- the ability to add attachments to the client's profile so we can just add a pdf there.
Note Software References:
Click up docs
Google docs
Lily Benton
1 month ago
Activity
7 votes
Categories
Feature
1 month ago