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Categories CRM App
Created by Guest
Created on Jun 16, 2022

Create items in Prospect CRM via the save to CRM add-on

As a user I can save emails into Prospect CRM using the save to CRM add-on. It would be good to be able to create items such as contacts, companies, problems and opportunities using the save to CRM addd-on.

A user would click on the save to CRM add-on and select an object i.e. contact and then click a create button they may then be presented with a company to create the contact under. The system would create the contact and also save the email to the contact.

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