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CRM Requests

Co-participant: Gabriel Block Added May 30, 2026 at 10:20 Tech & IT Jun 8, 17:30 - Jun 8, 18:00 Completed Jun 8, 16:11 - by Gabriel Block medium
CRM-flow.png Lead-routing-notes.pdf

Subtasks 4

Ask access to delete anything posted on a Lead (Activity, comments, etc)

Added May 30, 10:16
Jun 8, 16:11 - by Gabriel Block

If a lead has been Junked 2 times from 2 different people, it should be deleted from the system

Added May 30, 10:18
Jun 8, 16:11 - by Gabriel Block

Outside telesales working hours and days, Leads should go straight to Konrad's distribution

Added May 30, 10:34
Jun 8, 16:11 - by Gabriel Block

Implement Call, email and WhatsApp by clicking on the lead contact

Added May 30, 10:35
Jun 8, 16:11 - by Gabriel Block