Contact Creates Deal Automatically

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Evan Logan

• October 17, 2022 20:06

Need help in regards to when I create a Contact... I want the Deal to Associate and be Created with that contact automatically.  For some reason that automation won't happen.

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  Team Salesmate

  • October 20, 2022 04:39

  Hey Evan :)

  You will need to set up an automation journey or a workflow in order to create and associate deals automatically.

  Here is a helpful article to help you get started - here

  In case you have already configured an automation and need our help, feel free to click on the "?" icon on the top right corner under your account and start a chat with us and we can take things further ahead.

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