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!
