Can you add the ability to enter a contact or company that is not in your contacts? At a minimum, ability to quick add.
When I enter a 'New Deal' one issue I have encountered is the inability to enter the deal if I do not have the Contact or Company in my list of contacts. The issue with this is what if the opportunity is not a current contact and I may not want to add them yet. I should at a minimum be able to add the contact/company without going back to contacts and then re-entering the Deal information I lost. Maybe consider a quick add feature at a minimum.
1
vote
Marvin Harris
shared this idea