Creating a Contact from the Sales Pipeline

If you are used to working out of the Sales Pipeline, or if you just want your Producers to only keep their focus there, and you get a new contact that has to be manually created, you can do that straight from the Sales Pipeline now!

Click on the blue "Create New Opportunity" button in the top right of the Sales Pipeline

When the new window opens, you will see the options to choose from an existing contact OR to create a brand new one

After you hit save, your new opportunity and new contact will be in the Sales Pipeline!

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