November 5, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Widget 01: Find and Add

Features

• 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.

Benefits

• • 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.

Restrictions

• This widget is only available with the Enquiries Module