Show CRM features in one place
Dave Larson
Make it so a salesperson using the ClickFunnels CRM can locate a prospect/client record easily using a single search box (have it search both contact name and company at a minimum).
Once the contact record is located, have all the contact info at their fingertips, plus give the salesperson the ability to schedule Calls, Meetings, To-Dos, and add tags that trigger workflows for a prospect/client record.
The CRM should allow the salesperson to see Activity, Notes, Emails, Texts, and past purchases without having to leave the record or go somewhere else. All in one place is key.
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David Lamoureux (Product Support Analyst)
Hey Dave Larson Thank you for your feedback and adding this request. Your video was very helpful, thanks for that. That's a great suggestion! We'll be sure to keep this open for others to vote on and for our dev team to review.