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fbarnett
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Member since ‎Apr 26, 2017
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CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1357 upvotes
198 Replies
fbarnett
Member
June 05, 2017
Hi thanks for the reply. The primary reason the "associated company" is good but inadequate is because we need the company info imported into...read more
willcurran on April 16, 2017
Deal fields in forms
We should be able to have people fill in CRM Deal fields on forms.
Reply Idea Deals Forms
31 upvotes
16 Replies
fbarnett
Member
May 19, 2017
Yes, please make this happen! Getting a user/customer to fill in deal-specific information is far more likely to be complete and accurate than havin...read more
JimMartin on December 12, 2016
Allow Admins to make fields required
For both contacts and company fields, allow the Admin to make fields required.
Reply Idea Contacts & Companies
38 upvotes
9 Replies
fbarnett
Member
May 19, 2017
Would love to extend this to Deals, as well as Company and Contact.
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1357 upvotes
198 Replies
fbarnett
Member
June 05, 2017
Hi thanks for the reply. The primary reason the "associated company" is good but inadequate is because we need the company info imported into...read more
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