Right now, we have created custom properties in the Lead object that our sales team needs to fill out and use to find answers in our lead pipeline.
An example is the property “Current Competitor Used”. I want my sales team to qualify this lead by selecting a potential competitor from a drop-down list.
We’re in-person B2B. I want these properties to be lightning fast to enter on mobile while leaving the prospective store.
Right now, the lead view on mobile does not allow us to offer custom properties for sales staff to verify/edit. They have to use a desktop view of Leads to see what custom cards and/or properties they’ve entered in data for.
Lead View on Mobile
As you can see, there’s no ability to add custom cards. Right now, we have users submit data on the associated Company record, and the workflow clones the data to the Lead pipeline to remove redundant data entry. This is a nightmare, and the associated data does not sync well in this workaround.
Conversely, all other objects allow for custom properties to be added on the mobile fiew for records. For example see the Company record image below:
Company Mobile View
Our company and many others that do direct in-person sales would benefit massively in reducing duplicate data entry across objects, numerous workflows, and several related training headaches.