Create sub-accounts from contact card auto
M
Marcel Lee
It would be great to have the ability to automatically create sub-accounts from a contact card or have an option to convert a contact into a sub-account with just a click of a button.
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P
Pardeep Batra
Any update on this ?
J
Jon Hawker
This seems obvious. For Agency accounts, once you have WON an account it seems like there should be an automated way to create a sub-account out of that contact/company. Which also carries either all or selected information form that contact into the newly created sub-account. As it is now you have to reenter all the information.
H
Henry Gilliam [Agency]
What does this mean? Not clear? What do you mean by a sub=account?