Workaround so deals always have an associated company or contact?
Jul 22, 2020 1:50 PM
Has anyone here come up with a good workaround to enforce it so that deals always have an associated company or contact? We've set up a workflow to notify us when this is not the case but its still feels more manual than needed. We've also had quite a few deals close historically not associated to any company which makes company spend reconciliation a pain.
(I posted this on behalf of another user whom I will loop in when I can below!)