Manager Notes Notifications for Reps
It would be great to be able to go into accounts, activities and deals as a manager and leave notes for a rep and then the reps would get notified of those when they log in with a bell notification.
3
votes
Maria Doty
shared this idea
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John Henis
commented
It would be AMAZING if on the clients page there was a place for mangers to put notes that only they can see and a place where both manager and rep see so that there are clear next steps. I need to put notes private to the manager about discussions with the rep so that there is precise follow up and next actions