improvement - creating a new activity
When I create a new activity on an organization or contact and want to link it to an active deal, all deals with the name of the organization are displayed in a drop down list. But I cannot see which deals are lost, won or still open. It would be great if you could add this information similar to the display in the emails section. In the emails section I can link an email with a deal. There I can see in the search for the deal if the displayed deals are won, lost or open. I am curious about the feedback to this suggestion.
Comments
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Ideally, activities should be added from the deal view.
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Thanks for sharing @Victoria Rapp I'll pass it on. Do please consider @Amit Sarda his suggestion, this will make sure it all properly links up.
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A system that always showed three of the last used Search results would be great.
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