Copy data from contact to deal for common data field
It would be nice to have a feature where a similar date can copy from Contact to Deal.
For instance, When we add a new contact, we also store emergency contact information from our contacts. So when we create a deal for that particular contact, we have to manually fill out the emergency contact information again while creating a deal.
It would be nice if the system can automatically fill out that information.
Thank you
Please sign in to leave a comment.
Comments
0 comments