Ability to Add an Opportunities Contact without an Email
Enoch Leffingwell
Sometimes I don't have an email address for a contact that I want to add to my online speaking opportunities pipeline.
For example someone reached out on Facebook and wants to schedule a IG live video. Currently I have no email for the person and email is not really relevant for scheduling this IG live video.
I'd like to be able to add a contact without having to add an email.
Autopilot
Merged in a post:
We need to be able to create a contact with name and phone, without email
Lia Martinez Riveira
To create a contact, we need an email, but if a contact gives us a name and phone, I cannot create the contact; we need the ability to be either or.
David Lamoureux
Hey Enoch Leffingwell Thank you for your feedback and adding this request. That's a great suggestion! We'll be sure to keep this open for others to vote on and for our dev team for review.
In the meantime, here's what you can do. You have to create a contact first, and you can either:
- Enter a fake email, or
- Enter a phone number (real or fake)
I just tested this and it works. I hope this helps!
Enoch Leffingwell
David Lamoureux I did use a fake email. But I didn't know I could use a fake number and call it good that's helpful to know thanks!