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Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.1 vote
We are planning to handle this as part of a large Account and Agency undertaking this winter!
I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.
Thanks for the feedback, and please stay tuned!
Ability to "cc" other individuals when an account is approved - i.e. sales assistant1 vote
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