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.
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.