Create a new deal from a contact record and have contact name/company auto populate
When a contact lead becomes qualified for a new opportunity there should be an easy way to create a new deal directly from the contact record with person name or company name auto populated in the second field 'company or person'. There is already the request to put the New Deal button on the contact screen, but filling in the information from the record will save manual input.
1
vote
Karen Holt
shared this idea
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Admincharlene
(Admin, Nimble)
commented
Karen, we have this functionality already. You can create deals from the contact record.
See here: http://screencast.com/t/mw3ZGHqskAj