November 5, 2019.
Written by Michelle Colbran (Founder of SOS Consulting)
Widget 01: Find and Add
- Search for Leads and Contacts using qualifying data.
- Searches phone numbers using multiple formats (with or without spaces), e.g. +61 428 807522 or 0428 807 522
- Provides the number of existing Enquiries, with a pop up to the records details and link.
- Provides a ‘Create Option’ if no record found and copies the search fields into the create fields.
- Creates the Lead and the Enquiry with a single data entry.
- If you select an existing Lead or Contact, provides a ‘Create Enquiry’ option that extracts the Lead / Contact and Account Details and pulls them into the Enquiry record.
- The Find and Add Widget captures custom Enquiry Attributes for enquiry reporting.
- Quick and Easy Search to use whilst on the phone to customers.
- The search criteria is populated in the Create New record, so you don’t have to ask the customer for their information twice.
- No Duplication of Leads and Contact records created.
- Contact details are extracted from existing records into new Enquiries, so no double data entry.
- This widget is only available with the Enquiries Module