Per Todd & Paul, they would like to add information to the people tab. When you add a person, currently you have 3 boxes that you can check. They would like to add another box that reads "Emergency contact". See attached image.
They would also like for an person who is marked as an "emergency contact" to be added as a person to the Pipeline Deals as a "Contact". Their lead source detail should detail out who they are an emergency contact for. Ex. Person name Jessie Martin contact, lead source detail, Emergency Contact for Adam Martin.
Greg is waiting on this ticket.
I need it... | Yesterday (let's go already) |