Better connect contacts and deals
Very concrete question: when I create a new activity or log in a deal and enter a contact in "Related to", why does it now show below "Pending Deals" when I go to that contact. That makes no sense. I have to include the deal manually in "Contacts involved in this deal"...which is an unnecessary additional step!
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Anonymous
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Anonymous
commented
...and, if I enter a deal directly under "Pending Deals" in a contact profile, their is also no possibility to see that in the deals. There really is some major disconnect between contacts and deals - and that is a deal breaker for me to use this tool!
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Anonymous
commented
Furthermore - the other way around. If I go to a contact profile and add a task or event and relate it to a deal, it does not appear in the deal. Again, that makes no sense!!!