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.