BrokerEngine Ideas

Hi team, Reaching out to request that you bring back the old way of adding a new lead or contact to a Lead or Deals board to allow us to include the Lead Source and Referrer at the initial stage as it is important for our workflow. The new design - whilst it may be a streamlined option, is actually going to make it harder on our end to ensure where include the lead source and referrer. your old version to add more data to the contact was always optional, so I do not quite understand why it was removed as it can easily be skipped over if someone wants a more streamlined add, but then for us more detailed Brokers we can add the lead source and referrer there where it is 100% more efficient. Please I beg of you to bring it back :) he he as it will also make my job easier to track leads and referrers as if the team does not put in as there is an extra step to do it in the card and then the applicant details, this means i will need do this at a later stage just to reports Many thanks.