Add Opportunity in Contact Detail View
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David Davis
If a lead does not have an opportunity, you have to leave the lead detail view just to create one. Why not show (+Add) Opportunity in the contact details as you have (+Add) Active Campaigns. Currently you can only edit an existing Opportunity from here, but you cannot create one if it doesn't exist.
HIGHLVL-I-1440
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Pallavi Kothari
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This is possible now
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Jeremy Steinman
Pallavi Kothari will the opportunities section ever move to the right hand menu in the contact view vs. buried on left with custom fields/etc.?
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Pallavi Kothari
Jeremy Steinman We are planning on moving it to the right in the current quarter itself along with a bunch of updates to the contact details page.
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Jeremy Steinman
Pallavi Kothari excellent news! Form submissions too??
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Pallavi Kothari
Jeremy Steinman that is already accessible right?
What exactly about form submissions?
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Jeremy Steinman
Pallavi Kothari it would be great to have form submissions short cut linked in The screenshot below shows the breakdown of the current setup vs. the ideal.contacts/conversation views.
A lot of leads enter the system via a form, and it would be great to see their submission easily in contact view vs. having to reference "Activity" to find it or go to Sites --> forms.
Consider a business that just had a new consultation form submitted with pertinent details. Would be great to reference that in contact/conversation view so can be easily accessed during sales/customer service conversations.
it would be great to have short cut form submissions linked to contacts/conversation views. I notice in "documents" short cut that there is a section for forms, inbound conversations, surveys, but no files are shown for this contact...Is that a bug or is that a future enhancement?
Screenshot below shows breakdown of current set up vs. ideal. And documents shortcut showing zero files.