Dec 24, 20192:55 AM - last edited on Jun 29, 202011:47 AM by jennysowyrda
Participant
Edit contact list order on deal record
SOLVE
Hello,
There is a list of contacts associated with a deal (for example).
In case I need one of the contacts to be in the first place, I need to delete it and to add it (because the "newest" contact appears first).
It will be great to have an option to "switch" places without deleting (as the option we have multiple emails, per contact to determin one of them to be primary.
I would definitnely like to also see the ability to move contacts up and down within a Company, as sometimes there IS NO deal yet while you are trying a whole bunch of contacts, looking for the right one.
Once you find one or a team of people assosciated with a deal, it would be great to be able to click n drag the contacts in a list of your own choosing of priority. i.e. not just ONE primary contact, but moving the the whole team to the top instead of most recent.