Currently, when adding notes to an opportunity, the "Updated On" date does not change. This prevents filtering opportunities based on the last note added, making it difficult to track the last follow-up.
Solution:
Modify the system so that when a note is added, the "Updated On" date is refreshed. This will allow filtering opportunities by the date of the last note, helping us prioritize follow-ups efficiently.
Benefit:
Ensures that the last follow-up date reflects when a note was last added.
Allows filtering opportunities based on recent follow-ups.
Improves workflow efficiency by ensuring no leads are overlooked.