Link Prospect Account To Contact Card / Opportunity
J
Jeff Valin
Go High Level with the prospecting tool with the ability to link to a contact or create contact if one does not exist to the agency sub account.
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S
Sales & Marketing
Merged in a post:
Would love a “Create Opportunity” button in the prospecting tool. Maybe create a contact, too, if you have the point of contact fields filled?
J
Jesse Tolppa
Anmol Rattan
Hey Jesse
Interesting, and we are exploring same in our upcoming roadmap
Let's connect sometimes this week https://api.leadconnectorhq.com/widget/bookings/speakwithanmol
A
Anish Patel
Yes this will easier to send email to prospect. Also, there is no way to go back to search after selecting prospect. I have to repeat search criteria again to come up with list.