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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

Partner Access - Contacts

edited Dec 3, 2019 3:27PM in General 1 comment

When using the Standard Partner access facilities, there does not seem to be the ability for my partners to add a new contact to their leads. The only way seems to be through an initial new on-line form setup. The problem is that after the company is already there, often they will want to update and add new additional contacts they have with the lead. There is no facility for this other than with the Advanced Partner access. The same holds true for Standard Partners just wanting to add additional notes to their own lead record. It would seem that

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