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Add already existing custom fields to "Create a lead" dialogue box.

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2 comments

  • Official comment
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    Katherine Mays

    Great idea, Tim! This would certainly make it easier to collect all of the relevant information about your leads right off the bat. We'll be tracking this request to see if it would help a lot of people - stay tuned! 

    We'd love to hear from other Nutshell customers if this would be useful update. Please upvote this feature request and feel free leave a comment with your use case if this is something you'd like to see. 

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    Andrew

    I concur. If custom field cannot be added to the 'create a lead' dialogue pop up, I suspect the associated data will not be entered by the user each and every time. This would be a very useful feature to ensure all lead info is captured and to ensure complete data for analysis.

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