Add Prospect to Contacts Without a Point of Contact
T
TheBuzihub Growth Systems
For AI and In-App generated prospects, we often receive a prospect with complete company information such as the business name, phone number, website, and other details, but no Point of Contact is found.
Currently, the flow seems to rely on finding a POC to create the contact, which isn't always possible.
Could we have an option directly from the Prospecting record to “Add Business to Contacts”, even when no POC is available?
The company itself is still a valid prospect and should be usable in the CRM, with the available business information stored in the contact record. If a POC is found later, it could then be added to or linked with the existing business contact.
This would be especially useful for agency prospecting, where many businesses don't have an identifiable POC during the initial search.
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