attach notes
Agents need the ability to add files (PDFs, Word docs, etc) to Contact. The current Notes section is less than useful and often we take handwritten notes when meeting face-to-face and scan for keeping yet cannot add them to this CRM. If I perform a CMA or provide any other service as a courtesy where an Opportunity is not required, agents should have the ability to add the PDF file to the Contact.
5
votes
Chuck Morris
shared this idea