New Deal & Contact

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New Member

Hi guys, is it possible to add a new company from the New Deal adding screen? Or do you have to do both seperately or create the company first then sync the deal to it?

 

Essentially, I'd love to be able to click "Add New Deal" and when I type in a new company name it automatically adds that company. And same with contacts / individuals to the deal as well.


Thanks!

Zach

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Anonymous

Hmm, I don't beleive this is possible. Have you tested this?

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