Company from prospect
under review
I
Ismael Castillo
Create company info automatically when a prospect is created.
Currently the prospecting tool pulls all the company information, however when saved it only creates a contact with the phone number but NOTHING else????
The company should be created automatically with all the info from the recently pulled prospect
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Anmol Rattan
under review
Hey Ismael Castillo
Thanks for sharing this, I really appreciate it!
However, currently whenever a prospect is created, along with Contact record, Company also does get created but yes not all information is populated
What all information you would expect in a contact and its company to get populated automatically? Will get them planned in current quarter itself (all upvoters should share more on this)
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Ismael Castillo
Anmol Rattan Essentilly the contact information that prospecting pulls. Business name, phone, email, address, and website. - GHL only creates the contact name and company name without any of that KEY information which is already pulled from the prospecting tool. Makes no sense to just create the contact names