Add the ability to add a prospect to a Research

Add the ability to add a prospect to a Research List FROM the prospect record.

We can add prospects to a Research List when IN the Research List. But if I'm in the records and I come across a prospect who should be added to a particular list, I can't find a way to do that from the record.

Julie Hiland
May 13 2016
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Research Lists

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Anthony Pisano commented

July 05, 2018 17:22

This feature is included in our Q3 2018 release.

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Anthony Pisano commented

February 15, 2017 20:24

We're still taking a look at what this would entail but I will provide updates here when available.

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Julie Hiland commented

January 18, 2017 20:14

Wonderful that it's being planned!!! Thank you! ETA?

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Guest commented

January 18, 2017 20:13

Great news that this has been moved to planned. Is there an estimated date of implementation?

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