I can’t seem to add opportunities to people who weren’t leads but that’s what I want to be able to do - is it possible?
I'm getting very confused and frustrated because I can't work out how to properly use leads / person / opportunities within Gmail. I don't want to use the app for day to day stuff. I'm in Gmail all day and need to be able to add new people and then add them as opportunities from within Gmail. I have tried adding new enquiries as leads and then converting them to people / Opps but it seems convoluted and duplicates effort as it doesn’t carry forward tags and descriptions.