Automatically associate contact/company records with Deals
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Submitted by
k8isgreat
on
06-28-2017
04:32
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box.
I would love the contacts to automatically be added when a company is attached to a deal so that
1. It saves me time
but 2. When making calls, I know exactly which people are affiliated with deals from their companies so I don't call them by accident.
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