add contact person name area to "add a prospect" window
add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.
Shelley
shared this idea
While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.
Thanks!
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Anonymous
commented
There needs to be a field when adding a new account where you can include the contact name associated with that, instead of having to add a new contact separately.
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Shelley
commented
suggest to add a 'name' and 'email' field to the "add a prospect" window instead of having to go to the contacts section after creating the prospect...have all contact fields available in the "adding" section
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Shelley
commented
within the "add a prospect" window please add a contact field for the person's name and/or title (along with room for their own personal direct dial and/or email)
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Laurel Lawton
commented
Right now, you have ot add an account and then go in a different section to add the contact. It would be nice if it were in the same place.