Hello,
When we search for a client via the search bar in CRM, if it's not in there, we have to close the search bar, click on the +, and then click on "Client" to add into the CRM
Wouldn't it be possible to have instead, at the end of each results category in the search bar "add this new client", "add this new lead" and "add this new contact".
By clicking on the choice that we need, it would open a new creation page (new client, new lead or new contact) with already the name in there (the name that we type in the search bar).
For example, I am looking for "Zoho Corp" in the search bar but there is nothing in CRM. So it gives me no results but still offers me to 'add this new client" or "add this new lead" or "add this new contact", we click on one choice and a new creation page open, with the field name already filled in with "Zoho Corp".
Is that possible ?
Regards,
Olivier