The old Prospecting tool used to show the form that the person had submitted on our website. That data is now gone. So in the Sales/Leads I can no longer see what the person requested without going to their individual record and navigating away from the sales page. This is a huge problem and a loss of data that used to be there. Please bring it back!
I understand how important it is to have form submission details visible in the Sales/Leads view.
Currently, this data isn't displayed as it was in the old Prospecting tool, I would highly recommend you please post this idea at our ideas forum (here).
In the meantime, you may be able to create a custom report or workflowto surface this information more easily.
Kindly,
Pam
Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success. Don't miss this opportunity to connect and grow—reserve your spot today!
I understand how important it is to have form submission details visible in the Sales/Leads view.
Currently, this data isn't displayed as it was in the old Prospecting tool, I would highly recommend you please post this idea at our ideas forum (here).
In the meantime, you may be able to create a custom report or workflowto surface this information more easily.
Kindly,
Pam
Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success. Don't miss this opportunity to connect and grow—reserve your spot today!