I have imported at lot of companies and as i get along and contact the companies I want to update the CRM with a contact person _ but I seems like I cant do it when / directly at the screen when I have openend the company profile.
I have to separately open contacts and enter the data and then link the person to the company ?
is there a better / faster / more direct way - preferably directly when we anyway and looking at the company data
Q: Is there a better / faster / more direct way [to create a new contact associated with the company] - preferably directly when looking at the company data?
Short A: Yes.
- see imageFrom Company Record - Create New Contact Associated With Company
Help answer your question? If so, remember to accept this solution now.
Q: Is there a better / faster / more direct way [to create a new contact associated with the company] - preferably directly when looking at the company data?
Short A: Yes.
- see imageFrom Company Record - Create New Contact Associated With Company
Help answer your question? If so, remember to accept this solution now.