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Status Shipped
Created by Guest
Created on Sep 13, 2018

Add 1 or 2 fields on Lead for Free Trialist (start & end dates)

In order for us to quickly see how long a Free Trialist has got left on their trial, could we add a couple of fields on the Lead saying 'Free Trial Start Date' & 'Free Trial End Date'? These would be calendar drop down things like you have on a Recall. This would be a quicker way of finding out this info rather than trawling through the notes/emails to see when it officially kicked off. 

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  • Guest
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    Apr 11, 2019

    This is now part of the new Free Trial process anyway - happy for this Idea to be removed/marked as shipped.