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Sage Construction Management Ideas Portal
Status Future consideration
Created by Guest
Created on Jan 13, 2025

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section to be able to add any updated notes that we come across in the sales process. If we can’t have both then the Activity Section would be the priority. Ideally, it would be a time stamp activity like the bid status update section they have. An option under section below would be perfect.

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