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Asked a question 2 years ago

Wouldn't it be useful if webform had an option to be manually integrated into organizations and contacts? This would allow the company to choose to connect a new lead to a pre-existing org. and contact as in our case the automatic feature is dirtying our system and connecting to the wrong account.

Yes, give the option for manal!

No, automatic is enough!

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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field ... added the contact to the activity.

What do you think about creating an organization associated contact person from within the deal detailview? Created ... which the deal is linked to.

Who would like the ability to Manually Link Emails to Deals in Bulk. I don't like to use the Automatic Link feature as I generally have multiple contacts linked to multiple deals.

Improvement idea for activities calendar view: while generating activity there could be generated automatic header text ... person field or either one selectable.

Hi All, I was wondering if you can create a lead from an existing contact?

Connected persons linking based on email address from appointment invite. I noticed when a familiar contact in Pipedrive ... important this feature is for you:

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Asked a question 2 years ago

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