Option to add additional company in deals doesn't appear to be working

lovinglife324
Top Contributor

Area:  Deals

Scenario.   Have scenario where we are the middle man.    In that case,  we would like to associate an activity to not only the primary company but to add it to another company.  If you select 'add company'  and try to do a search,  it cannot find any other company,  only the company that has been associated to the deal itself.

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Anonymous
Not applicable

Hey @lovinglife324

 

If you're looking to associate multiple companies with a deal, you may want to consider using a custom deal property to house the second company. 

 

If you'd like to see this functionality implemented in the future, though, it's probably worth popping in the ideas forum. 

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