crm icon indicating copy to clipboard operation
crm copied to clipboard

Lead CRM from existing Contact CRM

Open clevermind-me opened this issue 10 months ago • 1 comments

In the application, you cannot create a Lead by selecting an existing Contact. Only a Deal can be created from an existing Contact. Add the ability to create a Request for an existing Contact.

clevermind-me avatar Mar 19 '25 21:03 clevermind-me

Hi! Still interested if there are any updates on this Issue?

clevermind-me avatar Aug 01 '25 09:08 clevermind-me