Add/associate form submission activity with deal along with contact
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show up on other associated records as well, either manually or automatically.
yes I would need this as an option. Based on what we use deals for, it would help for visibilty to see the form submission information. I need this option asap
We'd really like to be able to see this functionality as we'd like to be able to do an auto-lookup when a form is submitted (which creates a ticket for us)... we'd love for the deal to be able to be associated based on a lookup criteria...
We've been having to use workarounds for this for at least 6 years. It's definitely time for us to be able to add form submission data to a deal record.