Can you show contact phone number/email in deals info?
Oct 4, 2017 9:02 AM
I upload the contact information including the customers phone number and email, however when I create a deal this information is not shown on the deal.
So, when working on a deal, I have to go back to the contact file to look up the customer's info.
I tried to include this feild in the deal properties, but that option is not available.
Can this be done?