Flawed Logic:: When adding a deal please enforce linked contact ALSO belongs to company

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Marcelo Ramagem

• January 23, 2020 17:06

I noticed a flaw in Salesmate: When you add a deal it allows you to link it to Company A while ALSO linking the deal to a contacts in Company B.

This seems very flawed. If we pick a contact to link to a deal Salesmate should be smart enough to at least warn the user the contact is not linked to the company in the deal.

For example if you have two contacts with same name (ex:  John Smith) in two different companies then it becomes very easy to "cross the wires" when adding contact + company to a deal.

You end uf with John Smith from company A being put in a deal that is linked to Company B. This causes a lot of confusion and screws up reporting big time!

 

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  Team Salesmate

  • January 26, 2020 13:32

  Hello Marcello,

  Inside Salesmate when you associate contact with Deal then company is auto filled. So I don't think that above scenario of valid unless user manually disassociates the company and manually associates with the other company. 

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