January 27, 2020. Written by Michelle Colbran (Founder of SOS Consulting)

Step 1D Overview Features (22)

• Quick add tool for creating new Leads on the Group.
• Quick add tool for creating new Contacts on the Group.
• Find and Add Logic automatically runs on all new members to avoid duplicated Leads or Contacts.
• Leads are automatically converted to a Contact when the Sale is won.
• Switch Primary Contacts within the Manage Group Widget.
• Primary Contact details are automatically populated into the Enquiry Record.
• Link a primary account to the Widget.
• Remove Members from the Group.
• Link Groups to one or many Enquires.