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
Merged in a post:
ADD FEATURE to AUTO POPULATE NEW PROSPECT CONTACT DATA
Y
Yoon Cannon
We are currently doing this step manually and it's taking a ton of time.
We want to update / create contacts in GHL with the following info found from LI profile, SN, Apollo extension
Full name
Current Job title
Current Company Name
Their LI profile link
Website URL
phone # (mobile & landline)
Employees
Sales volume
Source
Anmol Rattan
marked this post as
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)
I
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
A
Alejandra Castaneda
Anmol Rattan is haven't seen that the company gets created automatically, is that something that I need to activate or do? thank you!!