November 7, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Widget 24: Manage Groups

Features

• 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.

Benefits

• Every member is correct created as a Lead or Contact.
• You can maximise your marketing.
• You can manage complex relationships.
• No duplicates of record or data.
• Minimal data entry.
• Quick access to information.

Restrictions

• This widget is only available with the Enquiries Module.
• An update is required on related modules, to update the options in Record Type.
• A new Group Module is created to manage the Widget.