Easier way to add to marketing list

When leads are pulled through from our portals and you’re qualifying the lead requirements, if you want to add them to a marketing list, you need to click on contact, which opens another tab and then amend the contact and add a marketing list. It would be great if you could just add to a marketing list in “requirement summary”. The same goes go adding a company name. Also - the source of contact doesn’t always pull through into the save source. Can you fix this? thank you. H

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Board

General Feature Request

Date

12 months ago

Author

ldgkatofeaturebase

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