I am looking to do something that I am used to in SaleForce, although I am fairly certain we needed to do a bit of customization to have this functionality.
When I am looking at the potentials list, I would like to be able to see what country the potential is in, so that I can plan my calls around the appropriate time zone. I can see that I can add a custom field to potentials for the country, but I'd need to add that info in when I create the potential, and I don't see any way to pull that information out of either the account info or the contact name. Contact would probably be ideal, as certain multinational companies have multiple locations.
Maybe there is a different/better way to get the info I am looking for, but ideally, I could just look at the potential list to get the info I need (use it as sort of a home page), and then click on individual potentials to drill down and get the phone numbers, email, etc, I need in order to do my follow up.
many thanks in advance!