DIGicon Ideas

Add column on Digicon Dashboard for agent to add either add a callback date or it pulls up a notes section

Adding a column will allow agents to quickly view Digicon for any clients that may have been missed in CRM.  It's an easy add to ensure we're getting back to clients before interest dwindles or the client is lost to someone else.  This would help Funeral Agency gain a lot more sales, too : )

  • Guest
  • Jul 15 2018
  • Not being considered
I need it... Yesterday (let's go already)
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