Ability to populate lead info from existing client
Alison Waidell
I use the sales pipeline automation to follow up on proposals, etc. When a client comes back to us for another project, I create a new Opp in the pipeline. I would love a way not to have to keep manually entering the Lead Info when it's an existing client. So when I create a new Opp, maybe in the Lead Info a button to select which client (based on the Client you select in the overview) and then it brings that info in. This is important because the automations are built based on Opp Name, etc.
Austin Morrow
Merged in a post:
Autofill Lead Info in an Opportunity when creating from an Existing Client
Alison Waidell
We have clients that come back wanting proposals for additional projects. I'd love a way to keep them running through the Opp pipeline (since we have automation), but every time we have to create a new Opp, we have to have 2 tabs open to go back and forth on adding in the Lead Info. I wish there was a way that if we select an existing client the Lead info would populate with the primary contact info.
Todd Harper
A week in to using Moxie and this is my biggest pain point. I frequently have return clients send me an email saying, "Can we do XYZ project together now?" I create a new opportunity from directly inside the client record. While doing this automatically associates the opportunity to the client, it does not suggest lead information. Seems so silly to have to enter their name, email, and phone number manually to get the workflow automations to work properly.
Expected behavior would be to allow you to select from one of the existing contacts for the client or manually enter a new one instead of manually entering a new one each and every time.