Make the Leads section useful.
While I like Maximizer to a great extent, but the “Leads” section is awful with it leaning heavily to being borderline useless (to put it politely). There is no description field so you cannot list what the heck you are chasing (much less give you team a clue as to why the heck it is even on there) and there is no way to attach a email/document to the lead and/or add a note.
Also, 90% of our leads come from a contact our address book and I find it odd that you can assign an Opportunity to a contact but you cannot assign a Lead to the same contact. This then requires you to add the same info you already have more than once, which makes no sense.
Lastly, if this does get straightened out, and attached documents and notes will need to get transferred to an opportunity should one be developed.
Jin Yu commented
Thank you for your feedback. Since we introduced the Leads module, we have been improving the functions in this module. We have added the support of user-defined fields, customizable Industry and Lead Source fields, custom lead qualification process etc. You can also create column view to display basic fields and user-defined fields. This will help you to identify which leads you should follow up.
For notes and documents, you should be able to create notes and insert document into a lead. You can also save emails to leads from Outlook add-in.
Regarding to create a lead for an existing contact, this is an interesting idea. We have some design ideas already.
For transferring documents and notes from leads to opportunities, we have received the same request from other users. We are currently evaluating the request.