Send invites to Subs from Contacts
It would be nice when we adding a new sub, we could send an invite from that screen. If there was a tab that we could click on that says send invite and a drop down list of the projects we are bidding comes up and we could select the job and send the invite directly from there.
1
vote
Noel Miranda
shared this idea
This feature has been added. Within a contact record, go to their Projects tab and click “Add Contact to Projects”. Make sure to click the star(s) next to the trade(s) you want to invite them to. You can also send the invite directly from this screen!