I require your help to understand the possibility of a new development in my CRM space.
How to enable the functionality to add a new Account and/or a new Contact from the new Opportunity window only?
For example: when we convert any lead, the convert lead window gives an option upon "Reset" click to create a new contact from the same window. I am looking for a feature something similar to that on the "Create New Opportunity" window.
Apologies, if my question and example are not clear, let me know if we can connect over a call to discuss more on the requirements.
Looking forward to getting some positive suggestions!