⚡ Save Time: Direct Contact Link in Opportunity Card
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Matheus Roque
With the update of the application to version “3.106.4-patch.2”, it is no longer possible to access the contact screen through the opportunity card. In the previous version, within the opportunity card, there was a contact at the top, and by clicking on it, we were redirected to the contact screen.
In this new version, we need to leave the opportunity screen and go to the contacts screen to access the contact, or go to the conversation screen and then click on the contact.
I suggest creating a link in the opportunity card that redirects to the contact, since the contact option already exists there, but it is not currently clickable
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D
David Gilbert
Yes please! This jsut removed a key function and flow for my clients. They're all rental companies and need to access customer contact info directly from viewing an opportunity and now they cant.