Adding new features to a task related to a potential customer

Release date:

In the Hanna CRM system, the review form for a task related to a lead has been added. After marking the taskDone, from now on you will see additional options:

  • Prepare an offer- the ability to create an offer related to a potential client directly from the task form;
  • Not interested- the ability to mark the client as lost or worthless and indicate the reason for the loss.
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