Anonymous
My feedback
1 result 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
An error occurred while saving the comment Anonymous supported this idea ·
I have to say this - for a sales pipeline management tool it is MORONIC to not have a simple function like creating a deal from an message... how can you not see the absolutely clear logic of providing this function?
The fact its not even on your radar seriously affects the sense of me continuing to use this service since that is a core function which I currently have to work around senselessly.