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Add Contact without Project
Hello,
I was wondering if there was a way to add contacts that are not associated with projects.
I have group of “potential” clients that I want to reach out too. These “potential” clients don’t have a specific project associated with them. I would like to store these clients within Harvest to make it easy to maintain all potential contacts.
Maybe this should say, “Add Contact without Client.”
What I’ve done in the mean time is created a client call, “Potential Clients” and added my contacts to the contact list. I was wondering if there was a better way to manage this.
I noticed that you can’t move a contact from one client to another, maybe this should be a feature request?
In Harvest, clients are typically businesses and contacts are the people that work at those business. That being the case, it’s unlikely that we would add a feature to transfer contacts between clients.
Would it work to add a client (business name) for each of your contacts (potential prospects)?