Adding Tasks and Notes to Conversation Tab
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Tyler Uenaka
It would be incredibly helpful if there was a tasks and notes button just under the opportunities when in the conversations tab so I don't need to click into the profile and wait for it to load every time I want to set a quick task or make a quick note for a lead.
Please upvote this!!
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Susmitha Damarla
complete
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Hank Gilliam
Susmitha Damarla if this is complete, I do not see it. Can you show me how/where this has been done?
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Susmitha Damarla
Hey Hank Gilliam, Once you navigate to Conversations module and open any conversation, on the right pane you should find these options.
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Super User
Ughh!
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Jeff Kelly
Salesmate does this. We almost didn't start with GHL because of this specific item. Seeing notes in the scrollable timeline with calls and other communication is incredibly valuable for a super-minor change.
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Joshua Michael
That would be cool and handy
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Dave Uyan
+1, Agreed!
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Tyler Uenaka
Dave Uyan How did you do this? Or is it photoshopped to show an example?
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Dave Uyan
Tyler Uenaka I mocked it up in Figma