I've had numerous clients ask "Well how do we see if the lead has been called before? We have to click each person individually, then click notes? That's a lot of clicks just to see if we've attempted to call..."
It would be really great if in the Opportunities tab - if we hover the mouse curser over their name then a pop-up will appear where we can view notes.
Many clients don't want to call from the app as they want to call from their actual office phone. So there's no way to really track this.
HIGHLVL-I-356