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Laurel Lawton

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  1. add contact person name area to "add a prospect" window

    3 votes

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    4 comments  ·  Matrix » Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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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    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.

    Laurel Lawton supported this idea  · 

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