Controlled Text Boxes for Sales Qualification

Hi @JMiddleton2,

I’m not aware of any integration that would behave that way and display so centrally on a contact record. Your best option, in my opinion, is to create custom properties. Using BANT as an example, you would create custom number properties for Budget, Authority, Need and Timeline. Once created, you could place them centrally in the left record sidebar for easy access.

Best regards!