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Reply To: How can I make the “Add New Deal” box work just like Pipedrive’s?

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?

#64150
Jay
Participant

Hello,

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.

Thanks

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