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bassamj
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bassamj
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January 26, 2017
Reply to new deal - company/contact
Hi Phil, thanks for your input. Yes I tried your solution and yes it helps avoid mixing companies and unrelated contacts when creating new deals....read more
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bassamj on January 26, 2017
new deal - company/contact
HI, I noticed that when I create a new deal, the system allows me to chose a company and a then a contact that has nothing to do with that company. is this behaviour by design or is it me who missed a configuration? if it's by design, why doesn't read more
Reply Discussion Companies Contacts Settings
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