Add Multiple Contacts to Visits
You can add multiple account-relevant contacts to a visit at once.
Navigate to the Contacts tab of your visit and click Add Multiple Contacts . You can use the Related to Account filter to display contacts relevant to the account.
Technical Details
Solution |
Sales |
Area |
Visits |
Link to Demo |
|
Reference Number |
Customer Idea 261934 |
Type |
New |
Valid as Of |
2021-05-01 |