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Contact/lead templates

I frequently need to create contacts and leads that all follow the same pattern for some reason. E.g. users of one of our product will all have the same tags and source when added as leads. People we meet at a conference will all have the same tags.

I'd like to have a way to create contacts and leads in a way where some of their data is pre-filled, like the mentioned tags and lead source. I'd call this templates, like I could have an "Our product's user" lead template.

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Zoltán Lehóczky shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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