Copying lead location to meeting for fast scheduling
Hi all! Performed some basic searches around this site and could not find what I’m looking for. With our current CRM, we are able to copy the location from a lead to the meeting location with the click of a toggle button (see attached image).
We provide on-site estimates to clients, so we take down lead information and schedule a meeting at that lead location. Is there a way to do this, so that our staff does not need to manually copy and paste a location from a lead?
TIA!
