When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, edit it and come back to the call list and then you are off the call you had.
The ability to link the Lead to a Company (via Find or Add Company button) and then Promote to Opportunity without leaving the call screen is crucial.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
Yes. Need more functionality in the Communication screen so that users can perform functions with out leaving this screen. Would be great to add related opportunity, lead, case workflow to communications / call screens. Would really enhance CRM functionality.