Allow us to add agencies to prospects
Many prospects have an agency associated with them, so we need to be able to add the agency information when adding the account so that they are linked together in the prospect stage.
We have just finished testing the ability to add an agency to a prospect and display the affiliated contacts.
Please keep in mind it is still the best practice to place all agency contacts on the agency and all prospect contacts on the prospect. You can THEN display the two of them together on the prospect profile page.
If you no longer need to see an agency on a prospect, simply remove it and replace it with another if you so choose.
Thanks for this awesome feedback!
-
Anonymous commented
We agree, we need to add agency to some of the prospects.