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Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 8 months ago in Contacts / Project Directory 2 Already exists

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...
Carl Lyles 10 months ago in Contacts / Lead Directory 5 Already exists