We've received a lot of great feedback from numerous customers with regards to the Lead editor over the past few months, and today we've deployed a number of improvements to the Lead Profiles tool based on your comments.
Notable changes include;
- Ability to edit the prospective client's full contact details, right inside the lead editor.
- Record a referring contact.
- Record an unlimited number of "other" related contacts.
- Define a persisted Lead description/summary, in addition to the standard comments/discussion tools.
- A more streamlined layout for better readability.