Attaching Lead to Customer Brings in New Contact
If the Lead doesn't exist but I attach it to an existing customer, it would be great to have the option of bringing in the new contact and adding it to the contact list for that customer.
Next, the ticket would use that person as the assigned contact.
6
votes
glenn
shared this idea
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Alex
commented
Yes please. For a business having companies and contacts and not just individual customers this would be extremely helpful.