Create an option to default "Invite to Portal" to either "On" or "OFF"
K
Kalita Lindig
"Since portal invitations are tied to Customer records, many teams wait until the prospect is officially converted to a customer before sending the invite" - Service Bridge Chatbot.
I agree, and having the default option always be "ON" creates unnecessary steps when the goal is to send the invite AFTER a sale has been transacted and the customer is officially converted. It would be good to toggle the default to "OFF", and allow us to send portal invites individually after the prospect has been converted to customer.
B
BECKY MOUNTAINLAND
I couldn't agree more with this, defaulting to off would be amazing!