CloudLink Ideas Portal

Add Lead - allow users to add contact information if it isn't already on the account

When adding a lead in flex, if there isn't a contact already on the account or the contact is missing a phone number or email, those fields all have a 'lock' icon next to them. Users should be able to add data in the  lead/opp and create a gatekeeper request similar to the desktop version

  • Jessica Mayher
  • Jan 20 2020
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