Add Contact when Adding an Opportunity Same time
Please. Let us add a contact as we are entering an opportuniy!! instead of having to go into Contacts, create one.. then go into Opportunities. Please. So much faster/efficient to just add a contact as I am doing the opportunity!!
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LABS Team
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LABS Team
commented
When I have a new opportunity sometimes I have not added them as a contact yet and it would be very beneficial to have a pop up that automatically allows you to add them vs having to go out of opportunities and into contacts