Contact data not being mirrored in 'Deals'SOLVE
May 1, 2020 8:28 AM
Hi, can anyone help?
I set up a recent new contact in the normnal way, then setting up a new associated deal from the 'add deal' field on the right pane.
I then made a contact call and recorded the call notes in the 'call notes' field, however this is not being reflected in the associated deal notes - even though both are clearly associated. I have had the chat help-desk look at it to ensure I have done nothing wrong and they too are puzzled. They suggested that I posted the issue here.
Many thanks for any help?
Solved! Go to Solution.