I thought I would try out the leads section. It seems like you can enter the info, attach it to a person, but it doesn’t show up in the list.
Hmm, when I’m on a person profile and I click the plus to add a lead, attach it to the person, and click Save, I see the lead in the list of leads. Also, when I click on “Leads” on the left-hand sidebar, click on the plus to add a lead, attach it to someone, and click Save, I see both leads in the list of leads.
Can you give more information about when it doesn’t work?
OK. I am not sure what happened, but it works just fine now. Also, the two leads that I tried adding before reporting this now appear in the list. I did not see them in the list before.
If anything odd happens in the future, I’ll report the exactly steps I took.
Thanks. If it happens again, would you please right-click on the screen, select “Inspect”, click on the “Console” tab, and see if you see any errors (in red)? If you do, please take a screen capture and send it to me.