Quick Action Portal
For Producer: Carson Porter
New Contact Or Opportunity
Contact First Name
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Contact Last Name
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Contact Phone
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Contact Email
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If you are referring to Carson, what is your full name?
Do you want to create a contact only or also create an opportunity?
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Contact Only
Contact & Opportunity
Contact Only: Adds the contact to CRM with comments
Contact & Opportunity: Adds the contact to CRM and creates an opportunity in new business pipeline with associated details
Please describe the details of this opportunity.
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Additional Comments
