Creating a "Prospective Client" contact should give you an option to automate an Opportunity
When you enter in a prospective client's information, you should be able to check a box to make an opportunity for that prospective client. It would be nice to be able to have an automation for that.
22
votes
Lily Lyth
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!