Skip to main content

We have a remarket stage that requires a reason? Right now, our reps have to select the stage and then scroll down the details tab to find the field to update. Is there a way to make this easier like before with the popup to select the required field when that stage is selected for the lead status?

 

Also is there a way to make the details the default view for a lead rather than the activity tab?

 

Thank you for your help in advance!

2 comments
0/9000