Create a contact an account in one go

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nishat@264
Posts: 94
Joined: Thu Dec 26, 2024 3:29 am

Create a contact an account in one go

Post by nishat@264 »

If you often find yourself creating a contact and then an account linked to that contact (or vice versa), we have good news: you can now do it all in one go!

Simply click "create contact", enter the contact name, then search for an existing company to add to your accounts.


Once you click "create", both will be created at the same time and will be linked.

Additionally, you can now link a new contact to an existing account when creating it. You can also link existing contacts to an existing account or a new account.

And... all of this leads us to wuhan cell phone number list our next big feature, coming soon: a built-in email finder.

Many other improvements and bug fixes
We’ve fixed bugs you reported, improved performance in a few key areas, tweaked some app flows, and more. As always, keep your feedback coming via the live chat on our homepage – we love it!

Coming soon...
An integrated email search engine
A handy LinkedIn sidebar
More opportunities to discover new tracks
Ready to boost your sales? Try Salesflare.

We are an easy to use sales CRM tool for small B2B businesses, rich in automation and always up to date!
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