November 7, 2019.
Written by Michelle Colbran (Founder of SOS Consulting)
Widget 24: Manage Groups
- 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.
- 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.
- 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.