Automatically associate contact/company records with Deals

[k8isgreat]

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.

[KNickolay]

Hi! I like this idea but I think it needs to be taken a step further -- If we could configure how it got auto-associated, that would be useful for us. We would only want to opt into this feature if we could configure it based on association labels rather than just auto-associating all companies/contacts as we have multiple contacts on a company record who should not auto-associate to the deal. Thank you!!

[KShishkina]

When creating a deal currently the contact association dropdown gives the option to look for any record in your portal (not just the contacts associated to the company where you're creating the deal from), It would be graet to only have the contacts associated with teh company you are creating a deal for.