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AI-added Prospects auto-close without review; organizations don’t.

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Community Member

August 12 at 01:21 pm

When you add a new Prospect using the AI Feautre, it automatically closes it with not chance to check or add more information. This is not the case if you add an organization

1 reply

3:53

Community Member

August 12 at 03:53 pm

Hey Daniel, thanks for this feedback. I can see what you mean. I'll see if we can improve this.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

AI-added Prospects auto-close without review; organizations don’t.

Hub Support has moved

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Thread

AI-added Prospects auto-close without review; organizations don’t.

Hub Support has moved

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