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RikuE
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Member since ‎Apr 9, 2020
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Riku Eskelinen

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
RikuE
Member
April 15, 2020
This is also important for us. I would really like to make it obligatory for my sales team to associate a deal with a company when a deal is close...read more
Solved
RikuE on April 09, 2020
How to make it obligatory to associate a deal with a company?
I would like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won. When it is just a lead, it does not need to be yet associated with any of the companies in our register. How to do that?
Reply Discussion Companies Contacts Deals
9 upvotes
13 Replies
RikuE
Member
April 15, 2020
Thank you for your answer Pam! I will leave my comment on the forum.
Solved
RikuE on April 09, 2020
How to make it obligatory to associate a deal with a company?
I would like to make it obligatory for my sales team to associate a deal with a company when a deal is closed and won. When it is just a lead, it does not need to be yet associated with any of the companies in our register. How to do that?
Reply Discussion Companies Contacts Deals
9 upvotes
13 Replies
RikuE
Member
April 15, 2020
Thank you for your answer Pam! I will leave my comment on the forum.
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