Put an "Add Deal" button on the contact screen
There are "Add Task", "Add Event" and "Log Activity" buttons, why not an "Add Deal" button as well?
2
votes
Mike McKenna
shared this idea
Hi Mike, we do have the functionality for adding Deals to contact records.
Go to Quick Action >> Add Deal
But I agree, an Add Deal button would be useful too. Thanks for your feedback.
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Admincharlene
(Admin, Nimble)
commented
As a work around, in the Deals tab ($) for contact screen, you can add deals from there.
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Mike McKenna
commented
Hi Charlene
An "Add Deal" button would be handier.
I would also like to see "Add Activity" and "Log Activity" on the "Quick Action" menu as otherwise I have to scroll down to the bottom of the page to see the buttons (particularly when all profile information is showing)