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Asked a question 3 months ago

Wouldn't it be useful if webform had an option to be manually integrated into organizations and contacts? This would allow the company to choose to connect a new lead to a pre-existing org. and contact as in our case the automatic feature is dirtying our system and connecting to the wrong account.

Yes, give the option for manal!

No, automatic is enough!

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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field ... added the contact to the activity.

When a new lead comes in using Web Forms is it possible to make it so that it is not creating a new organization or ... getting changed or paired improperly.

Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (e.g. drip campaings ... a call is recorded on the deal/contact)

What do you think about creating an organization associated contact person from within the deal detailview? Created ... which the deal is linked to.

Hi All, I was wondering if you can create a lead from an existing contact?

It would be useful to be able to import the value of a lead, in addition to the fields that are already importable, when importing leads

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Asked a question 3 months ago

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