Hello all,
I converted a lead into a client which also results in an entry of a contact under my newly created client as well.
So far so good. Now I want to add a new contact for the newly created client.
If I choose "new" under contacts, I can create a new contact but it will not be linked to the newly created client!!!
But this is essential!
Am I missing sth. here or does zoho need an improvement?
Thanks in advance,
Dennis