Hey @VCallahan0 (and thanks for the tag @Jaycee_Lewis!). Did you call with Kixie help?
My question is this: When someone calls in, should the call create a Deal? Or just log to a contact record or other existing object’s record? Your question mentions creating a Deal, but that seems like it could get messy if each incoming phone call creates a Deal. So if it were me, I’d consider what I want to happen, and then check all the settings to ensure they’ll do what I’m thinking.
Or if you’re all set, great! ![]()