I'm having issues using the to do's and calls when using the mobile. I can create a lead and then a to do, such as an estimate for the person. After setting everything up, when I access the to do's later only part of the info shows up.
I just set up an estimate to do for a lead and when I went to the to do's, all that showed was what I wrote in the notes or comments section...no lead name, address, etc.
For $125/month, I wish this software worked. Gotta be a tad embarrassing for them considering all the glitches I hear about and experience myself.
Posted via Mobile Device