Creating a Deal from an Email
Steve Wilson Posts: 3
edited July 2022 in Ideas and Product Feedback #1
When creating a deal from an email, it would be helpful if we could drag the new deal set up box to the side so we could pull information from the email. Currently, the deal set up box obscures the contents of the email, forcing the user to input as much information as can be remembered, close the set up, and then re-open it after returning to the email to gather the balance of the information.