Brian
My feedback
3 results found
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67 votes
Hi,
At the current moment, we do not have plans to include the feature to create a deal from an email message.
Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.
Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe
If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.
Best regards,
Joseph
Brian supported this idea · -
36 votes
Hello,
You may use our Nimble Smart Contacts App to create tasks in Nimble for deals and contacts, therefore, this request is no longer needed.
Best,
Joseph
Brian supported this idea · -
20 votesBrian shared this idea ·