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jalderson
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Member since ‎May 16, 2017
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jalderson on June 21, 2018
Hi does anyone know if you can easily change a deal from one contact to another? or do you have to delete the deal and then create a new deal for the other contact. We enter lots of properties on the deal so changing it to another contact is qui read more
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Most Valuable Member | Elite Partner
June 21, 2018
Hi @jalderson You can easily remove and add contacts to deals from the deal view using the contacts section: You will not loose a...read more
jalderson on May 16, 2017
Hi i know the system has a unique id for each deal but you cannot search by it. this would be a great way to identify one deal from another. thanks
37 upvotes
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Member
May 11, 2022
@roisinkirby your solution is a completely different need. We (or I) looking for a solution that you add "identifier" to your standard search engin...read more
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