Introduce automatic notifications sent to the account managers/ sales managers when new notes are added to leads, when quotes are updated or statuses of leads changed to allow greater visibility.
We have an administrator, estimators, account and sales managers involved in the creation of just 1 lead to quotation. I think it would be beneficial to all parties involved in taking the lead from generation to quotation to receive an automatic update if changes are made.
I know you can create recalls for specific users but you can only set a recall for one person and then have to create another for the next person (if more than one person involved in the lead)
Automatically subscribe the recalled user to updates.