Need Ability to Copy Contact to Sub-Accounts (without the use of automations)
S
Shawn Malkou
Having an automation setup to copy a contact from one subaccount to another is great; however, Agency Admins need the ability do this within the contact itself for one off situations. It would be great if there was a button within the Actions tab that are only visible for Agency Admins.
Use case: Each one of our sale's teams have their own sub-accounts with the company having a main sub-account that catches all contacts. All automated leads funnel into our main sub-account and then get copied accordingly to each sub-account. Occasionally we need to manually create a contact and then copy it into a different sub-account.
For example, when a lead calls in. Company admin takes the call, creates the contact, qualifies it, and then copies it to the appropriate sub-account.
To do this^ we would need to setup individual tags for each sub-account and then a new automation that looks for a specific tag to copy it. Very cumbersome.
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T
The Internal Architect
YES this is needed!
H
Hank Gilliam
Yes, one or 2 manual clicks. Go into destination sub acct. click import contact. Show dropdown of sub acts. Pick source acct, show searchable drop down of contacts. Pick one. Specify move or copy. Click DO IT
Do the same at source sub acct, click export contact. And so on.
Both cases are needed. Workflow is too tedious for onsey-twoseys
twoseys.