Agency Contact Count for Lead Submission
When Submitting a Lead, it would be nice if the Agency Contact associated with the Account would register as a Contact that is needed for Lead Submission.
1
vote
Matthew Bell
shared this idea
Our Monarch product does exactly that! We built a slick new contact experience into each Account Profile that allows you to pull in specific contacts from Agencies and if you happen to be pulling them in for a Lead then they will quality for the required contact criteria.
Thanks for reaching out to us! If you find that this isn’t your experience please reach out to our support team and they will be more than happy to walk you through the experience.