Home › Forums › CRM › How can I make the “Add New Deal” box work just like Pipedrive’s? › Reply To: How can I make the “Add New Deal” box work just like Pipedrive’s?
If you have the company and contact created, you can choose them while creating the deal. However, we are not offering to create a contact on the deal creating page(on page) due to some limitations. We are not going to consider it soon though.
To create a deal, you need to have the contact and company created first.