Chris Doucette Posts: 2
Is there anyway to attach multiple deals to a single activity? I Often have multiples deals with the same customer that need to be managed seperatly, but the follow up can be done at the same time. Also as a suggestion, adding a task status would be nice or even an option to add custom fields to a task.
Fabrizio Nicolosi_33821 Posts: 203edited April 2021 #2
Hi Chris my suggest if you have multiple deals for the same customer is to use "Deal ID" to make different views.
1- Customer Alpha - Product
2- Customer Alpha - Website
About activity if you have the same company for deals you can see details of activities inside of company details.0