Hello There, I’m using SuitCRMVersion 7.11.10
Sugar Version 6.5.25 (Build 344)
we’re a translation company so we deal with B2B and B2C, so basically we have imported our potential customers either companies or individuals to Leads however, in case we are dealing with companies we need to add a contact information, most often multiple contacts so I want to create a drop down menu to be available when my sales agents view the lead itself after calling them so they can add the contacts information,
I want it to be exactly the same as when adding Activities, so to prompt the user to create contact and then the agent can add the contact name, email, … etc
can you help me to do so ?
looking forward to reading your valuable advice