Show Opportunity Notes in Contact Notes
This would be very help because if an opportunity is either lost, archived or closed, we will be able to see the notes that will be useful for other team members that are going into the database to call/check in.
LABS Team
shared this idea
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LABS Team
commented
The notes from a contact's opportunities do not display in the timeline tab of their contact record. It would be extremely helpful to be able to see the latest notes from the contact & their opportunities all in one place.
This would provide a comprehensive "at a glance" view of the latest updates for the client and their opportunities.
Currently you must open client record and each of their associated opportunities in order to see a comprehensive view of all notes and updates related to that contact. This can be a bit cumbersome if they client is both buying and selling multiple properties.
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LABS Team
commented
If you're using the mobile app and running your business from your phone most of the time your "Activities/Notes" are results of the conversation. To enhance the effectiveness of tracking and adding that client to opportunities as soon as the connection happens is ideal. So whenever you as the mobile agent need to sit back down and go through your priority (based on which stage they are in the opportunities tab) it would be beneficial to have those original notes readily available instead of switching back and forth between tabs.