Deals & Contacts merger?

water_guy
Member

Hi! I'm very new here & I thought I could enter Deals & they woud be translated into Contacts. I WAS WRONG! My bad! Is there a way to marry Deals top Contacts? If not, I guess I would have to re-enter Deals under wach individual Contact. Just trying to save some time.

Thank You in advance!

3 Replies 3
jennysowyrda
Community Manager

Hi @water_guy

 

You can associate deals with contacts manually. The feature you are looking for in terms of automatically associating them has been requested in our ideas forum and is currently "in planning". I would recommend following this idea and giving it an upvote. 

 

Thank you,
Jenny

0 Upvotes
water_guy
Member

Thank You! It would make life so much easier! Have a great Holiday Season to everyone! 

 

Peace & Joy!

0 Upvotes
Mahesh_R
Participant | Diamond Partner

Is this still in Idea stage? Associating emails of the deals created with the contacts based on email can be a huge timesaver.

0 Upvotes