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An error occurred while saving the comment An error occurred while saving the comment Anonymous commentedFurthermore - 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!!!
Anonymous shared this idea ·
...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!