Link on conversations tab to related contact
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Tim Hyde
there doesnt seem to be a readily available link on the conversations tab to acccess the contact record for that person. to access additional information i have to go to the contact tab, search, then click on the contact record to find out more details about any custom fields etc.. then back to the conversation tab to pick up the next conversation.. it seems onerous and unncessary when managing large numbers of conversations or sales opportunities. a link between the two, and to opportunities on the conversations tab would significatly increase sales efficiency.
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S
Susmitha Damarla
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Josh Koch
Hey Tim, If I'm understanding you correctly there are links in the conversations tab for both opening the contact and going to their opportunity. It's in the right column. Click the circle with the initials to open the contact, then down below in that column there is a little box with an arrow that you click to open their opportunity. Here is a screenshot with the places I'm talking about highlighted. I hope that helps.