Add ability to call / communicate with contact directly from opportunity card
J
Jason Townsend Thryvia
I am starting to approach leads and it would be amazing if I could instigate a call (using my HL phone #) from within the card. Or compose a message. I can make other changes to the contact and make notes etc. Would make sense that this "Opportunity Snapshot" be a one-stop-shop for contacting and recording the outcome of the lead.
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