Add Custom Contact Fields to the Lead Tile on the Opportunities Tab
D
Deonna Larson
It would be very convenient for our clients if they could access custom contact fields within the lead tile on the opportunities tab. This tab is where our clients spend the majority of their time managing their leads and toggling back and forth between opportunities and the full contact view is very time consuming.
HIGHLVL-I-2183
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P
Pallavi Kothari
Merged in a post:
Add contact fields to Opportunity card
N
Nicola Torcutti
Right now if I work in the opportunity tab in Highlevel I have to go to contact to manage and see contact details. It would be great to see all the contacts fields in the opportunity card.
I
Iver Aune
K
Keith Besherse
J
James Watson
We need editable custom fields inside the opportunity card... like deal % or expected close date. I don't want to have to edit these fields in the contact record. All my clients are asking for this.