DIGicon Ideas

A way to search people in the People Tab

When marking as Emergency Contacts, it adds that person to Pipeline Deals. But if you don't save it right away, you may forget who actually referred them. It would be nice to have a way to either search for that person by the person tab, or when it saves to Pipeline, have an automated note in the summary as to who they come from as a referral.

  • Jency Viator
  • Sep 29 2020
  • Planned
Your name Jency Viator
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