Create new opportunity from email
E
Enoma
I receive most of my leads in emails (referrals, website form, etc).
It would be great to create a new opportunity from an email - not just link to an existing opportunity.
As it is now, I would have to open several new browser tabs. One to create a client and another to create the opportunity. Then I need to click back and forward to fill in. It would be nice to have a button that imports data from the email and creates the Opportunity w/Lead Info as well as a new Prospect
R
Ruth Barrow
yes this would be great
L
Laura T
This would be ideal and eliminate all those extra steps