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?
January 17, 2020 at 9:16 am
#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