Organisation data for the deal

Petri Raatikainen
edited July 2022 in Sales CRM #1

Do I have to fill in details of the organisation that I am making a deal with everytime, or can the tool fetch the data from the organisation? I guess it copies the data to organisation when I fill in the data for the deal?


  • Mike van der Valk
    Mike van der Valk Posts: 3,626
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2021 #2

    Hi @Petri Raatikainen 

    You just have to specify what the name of the organization is that you're linking to the deal and the rest of the information will be pulled into the deal automatically.