Am I the only one who would like to be able to link multiple contacts to one deal or project?

Julie R
Julie R Member Posts: 2
Photogenic First Comment

I was surprised to learn that this feature is not available. It seems fundamental. Am I alone?

1
1 votes

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Comments

  • No. This is an often-requested feature. I am sure it will come soon someday.

    In the mean time, you can add other people as participants to the deal.

  • Craig Campbell
    Craig Campbell Member Posts: 1
    First Comment

    This would be very helpful, especially when there is a business partner or spouse that we need to track communication with. Adding participants to an activity doesn't seem to capture everything we need from the various contacts.