Adding Contacts
complete
Chase Needler
complete
J
Jason Celestino
Chase Needler I see this was marked complete, but I do not see a way of manually adding contacts. I just want to see if maybe I was missing something or if maybe this was complete but not active yet?
Chase Needler
Jason Celestino: This is possible by creating custom fields. You can add fields for each of the categories you like to be able to assign a manual contact to a pursuit
J
Jason Celestino
Chase Needler Ah okay. I do use custom fields, it is just difficult to manage that way because you can't group or organize your custom fields without deleting fields and then reorganizing which removes your data. Also you would have to manually add a contact that might apply to multiple pursuits one by one. It would be nice to have contact list that a user could create contacts that are not in your database and then connect them to pursuits in a similar to the current contact list. Thank you for the quick reply.
Lucas Mills
Is this solved for with adding Buyers to a Pursuit? Via the Related -> Participants tab:
Lucas Mills
under review