Autofill Contact / Title fields when I create a deal form an upcoming email

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Amine H.

• February 18, 2020 22:04

When we receive email and we want to create a deal on the fly from the inbox, please autofill the contact as the email sender and the deal title as the email title and add the email body within the deal as a first email.

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  Team Salesmate

  • December 08, 2020 14:09

  Hello Amine,

  We have pushed one update, whereas deal titles are auto-created based on contact/company's name. It also works while creating deals from the emailing view. Please give it a shot :)

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