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Lydtuck
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Member since ‎Jun 28, 2017
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k8isgreat on June 28, 2017
Automatically associate contact/company records with Deals
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 read more
Reply Idea Contacts & Companies Deals
347 upvotes
98 Replies
Lydtuck
Member
June 28, 2017
I second this - I was told by our sales rep Jake that you would be able to have all the contacts attach to a company automatically. Is this not the c...read more
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