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Michel Friedman
When I try to use the Next Contact field in Investors funnel I have a problem.

If I do not hit the Add Next Contact button then the display date in the row does not update.

If I do hit it then my note disappears.
Next Contact PRoblem.zip
882 KB
2 replies
Monday, January 26, 2026
Woody Butler
Hi Michel, following up on this now. Thanks for providing this video.

In the video, the missing note is referring to the "Mark dead if no response"? If so, that get's added as a task on the prospect, it's visible just in the bottom of the screen here from your recording:

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