I would like to be able to add new leads (contacts) directly from the record where it says "add lead" or from the lead pipeline within Prospecting, Is that possible? Now you can only add already existing contacts or companies as leads.
Additionally, it seems like I can only add contacts that I "own" as leads to a record. Is that correct? I mean, sometimes I might talk to a person or find a person who I believe could be a lead that belongs to one of my colleagues or where the company belongs my colleague. Then I want the possibility to add that lead directly. Otherwise, I need to add the contact first or if it's a colleagues lead - notify my to add the contact and lead and risk the opportunity to fall between the cracks.
It would be much more time-efficient to assign new leads to everyone and new contacts from the lead/prospecting view.
I have never been at an org where multiple people with various roles would not be creating leads for reps...this is kind of crazy this has been implemented in such a fashion that only the lead owner can create a lead for that contact.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.