link the Related To field in Activities to the Contact, and make a drop down
When linking to a Deal I need to remember what I called it (or someone else). When I add a Contact in the Activity,make the Related To a drop-down of deals associated with the contact/company...simplify usage
JJ Smal
shared this idea
Hi,
You may relate an activity to both a deal and a contact when creating a deal. Please see our screenshot here: http://screencast.com/t/LWpDaRVSe
For performance reasons, we do not plan on changing this flow, but it would be a good idea to revisit this feature in the future. For now, we must decline it.
Thank you for your feedback and support!
-Joseph
-
JJ Smal
commented
Anf I forgot, also not showing the Deal Name in the Activity Listing is a bit silly imo.
-
JJ Smal
commented
Ok. with the amount of deals I have now, and in team environment, this does not work. Shame really...deals are a non starter as far as I'm concerned for teams. Align it to the fact that I/we can schedule activities and have unrelated contacts and deals in the one activity, is definitely one hell of a big nail. Needs to get sorted to make it viable.