Unable to create a deal without person/org

flamingoflange
flamingoflange Member Posts: 2 NEW MEMBER
edited August 13 in Sales CRM #1

For many of my deals, I can't reliably identify a person/organization I am dealing with (please don't laugh at me). This is due to platform limitations on which we operate.

So I am looking for a way to create a deal through UI without specifying these two.

However, when I try to do so, person/org appear to be 2 of the 3 default mandatory fields. The 3rd one is title.

What should I do? I've read it was possible at some point to avoid this validation rule by using API. But I want to use UI in this case.

I mean I should just create "Undefined" person and org, but… What should I do?

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @flamingoflange you are correct, deals can’t be added via the UI without at least a contact person or an organization. The deal creation process is designed like that on purpose.
    However, you can create a placeholder contact name at the same time you create a deal. You can always edit your deal contact at a later point when you have more information.

  • Josh Buesking
    Josh Buesking Member Posts: 221 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #3

    First Name : No

    Last Name: Contact

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