Chaining together record creation and functions
Hello.
We want to make CRM as simple, automated and guided as possible, because some users will use CRM for a single project in a year.
These users are going to create records only in one scenario: creating a deal in a campaign. So, for these users, creating an account, creating a contact, assigning a campaign to that contact and creating a deal related to all three records is, actually, just one operation.
So it would be easier for them if CRM could automate the whole process or guide them through it.
In practice, what I would like to do is having a single tool that lets them create the contact in the same form as the account, or guides them to contact creation immediately after creating the account. And then perhaps run a function and special tool we have to automate adding the campaign and creating the deal (which has very strict specifications and a special layout).
So, is there any tool in CRM (blueprints, wizards, kiosks, custom functions) that lets us merge an account and contact creation form? Or lets us launch a contact creation form immediately after saving an account?
Thanks!
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Ishwarya SG
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