I've just installed MD CRM, and I've got some questions.
Right now I'm interested in basic Lead entry: company name, website, phone number, email. Sometimes more, but this is my minimum.
I'd like to sort by Company, make Notes, add Tasks.
So far, I'm seeing MD CRM force me to enter Last names. I don't have Last names, nor will I always have this - is there a way to switch this mandatory field to Company name instead? I'd like to sort by this as well.
When viewing My Open Leads, I've added the column Company - every Lead I've entered so far just shows blank here.
Tasks off to the side, will say Follow-up by email (for example) and the date / time I've assigned. But here it doesn't show me which Lead this is associated with. How can I associate all Notes Activities, etc - to each Lead contact?
For activities, I can create an entry to Call customer. What about Email?
thank you