Improvement suggestion: only company/contact related deals in activity popup

Sascha Briest
Sascha Briest Posts: 9
edited July 2022 in Ideas and Product Feedback #1

Hi, i'd like to suggest an product improvement: When I am adding/editing an activity, related to a contact and Company, i sometimes want to connect this activitity to an existing deal, too. Please provide the possibility to automatically suggest open/closed deals of this respective company in the dropdown (since I am triggering the activity within the company/contact). -- Today i have to keep the deal name in mind and put it in manually (with the odd possibility to add any deal out of the global list of deals ever made) when editing the popup activity window:

Thx, hope to see some upvotes! 

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited November 2020 #2

    Thank you for your suggestion @Sascha Briest , I can definitely see how that would be useful!

    I've made sure to forward it internally so our team can take it into consideration when making future developments.

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