Completed

Adding an Organization or Contact within Opportunity Creation

Is there a way to add an organization or contact to an opportunity while creating a new opportunity? It's annoying to create the opportunity then create the organization then create the contact. Wondering if there is a better way? 

 

1

Comments

1 comment
  • Official comment

    Hello Paul,

    I'm happy to announce that this feature is now available!

    You can start creating a Contact first and add the new Organization at the same time now. It’s not just available for entering contact and organization data - it applies to all inline linked records for all forms in Insightly, including any custom objects and fields you have.

    You'll want to make sure you have created a Lookup Dropdown field first when wanting to use this feature. To learn more, read How to create a new record from the Lookup dropdown field.

    Thanks for your time and patience. Especially your feedback & votes. 

    Comment actions Permalink

Please sign in to leave a comment.