Add multiple contacts to a deal: from email and in the Contacts VIEW

FerhatSF

A deal can be associated with multiple contacts.

Wonderful.   Deal-Contact is one graph data that is awfully meaningful. 

 

We need the ability to asssociate multiple contacts with a deal in one swoop. 

 

REQUEST:

Reading an email or meeting --> add all checked contacts to the deal

Viewing Contacts as a list       ---> add all checked contacts to the deal

 

Currently, we have to do it one by one:

  • Go to the Deal: and add contacts one by one. That is only if you can remember the names, Find the right John from 100s even in a given company. 
  • Find the contact.  Add to a deal. one at a time obviously. 

not convenient.