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Excel
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JP Risley

An extroverted professional with client-service, sales, marketing, business-development, product design, operations, and event-management experience. Proven track record in building and maintaining excellent relationships with senior management, team members, and customers. Adept at putting out fires. Former nationally-ranked ski racer with a competitive edge and drive to succeed.

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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
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Excel
Member
February 19, 2019
I have spent two full days messing around with figuring why my analytics are not accurate to the work I have done in my Deals as compared to my work ...read more
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