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Contact Information in Deals, Does not pull contact details from Company information
When I create a new deal and fill in the contact information, is there a way that when i sel ect a contact that the corresponding company would be populated in the company field or vice versa, that when I choose a company, only the associated contacts would be available to choose fr om.
Hi, Samer!
No, unfortunately at the moment there is no such possibility. You have to add a contact and a company separately and the search is not associated. I will pass your idea to the development department, thank you!
Some of our customers don't add the company to the deal if they have selected the contact, because they will see the information about the associated company in the contact's information. But this is an usability question. We'll think about it.



Best Regards, Anna
+1
Thanks Timothy!
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