Sync property values between Contact, Company and Deal Records
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Submitted by
CoachAaronCCR
on
07-11-2017
01:37
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we miss having & would make life MUCH smoother for our staff upon creating deals.
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