When adding someone with the Chrome extension that isn't an LP, Connector, or Recruit (e.g. an Entrepreneur, PC executive, etc.), what is the easiest way to insert them directly into the general Directory so they show up in the "People" database? When using the Chrome extension, you must choose a "Pipeline" to import the contact into.
I am logging deals and want to use the extension to add the entrepreneurs from the deals I'm reviewing directly into the "People" database since they don't fit into the other database categories. Thanks.
I am logging deals and want to use the extension to add the entrepreneurs from the deals I'm reviewing directly into the "People" database since they don't fit into the other database categories. Thanks.
