I’m trying to figure out how I can include a tab within the advanced add contact form that also includes the ability to tag, that way a prospect can get set up on a campaign right from the start.
Right now, the solution is kind of long winded with our sales team just putting in the notes what they want to tag the prospect, and then I add it either at the end of the day or the end of the week, which isn’t as efficient as I’d like it to be.