I was wondering if anyone had tried something like this out before. I couldn’t find any similar topics on this forum. I’m looking for a way to have a contact flagged or pinned to someone’s specific dashboard.
For example, say a Sales rep calls somebody to check in on them, and the person picks up but wants a call back in a couple days. I would like to have a checkbox or something to select that would pin this contact to the dashboard so the rep doesn’t forget to call them back.
I know there is a recall date option for the contact, but I am looking for something that would be easier to find rather than searching through a call sheet for a specific contact.
Any ideas or advice is appreciated.