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.