Create leads with a guided product, service and skill picker
You can now create a lead by choosing a product first, then picking from the services and skills that actually belong to it.
- Pick a product, and the service list narrows to the services linked to that product.
- Pick a service, and you can optionally tag the skills linked to it — all on the create form.
- Changing the product resets the service and skill choices so the selection stays consistent.
- Spreadsheet imports are checked the same way, so a service that doesn’t belong to its product is flagged instead of saved.
If a product or service hasn’t been linked up yet, the picker still shows every active option, so you can always create the lead.
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