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Kristy1379
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Member since ‎May 8, 2020
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Kristy Arnall

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k8isgreat on June 28, 2017
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
221 upvotes
59 Replies
Member
June 25, 2022
The ability to auto-link a deal with companies would be a significant enhancement.
k8isgreat on June 28, 2017
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
221 upvotes
59 Replies
Member
June 25, 2022
The ability to auto-link a deal with companies would be a significant enhancement.
csconnor on June 09, 2020
This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMAT read more
1 upvote
3 Replies
Participant
February 08, 2021
Wow - that's a great idea... definitely going to try that.
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
834 upvotes
227 Replies
Contributeur de premier rang
June 22, 2022
Had a meeting with Product team about this yesterday (PM and Designer), so they are on it. No indication of timeframe for beta or wider release, still...read more
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