Use Deal Properties in Forms

Originally started in 2018, and still nothing almost 4 years later!

Urgh!

How I want to use it -

Once the customer is qualified, I want to be able to send them a form (lets keep it basic for now) that has all the particulars for the individual DEAL.

ie, PO number, delivery address etc.

IN my case, the delivery address are not always the same, as they send to 3rd parties etc - so for all intensive purposes, they’re ‘unqiue’ for each deal.

urgh. so much double handling of data!