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?

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    • #64145

      I mean: on, this “Add New Deal” box looks almost the same, but allows us to add a new Contact and a New Company asap. There’s no need to create the Contact , then the Company, then going to the “Add New Deal” and choosing the Contact and Company that you already have on the database. You can create the Deal, the Contact and the Company right there, just filling the form. But wit WP-ERP we can’t fill the form with a new Contact and Company names, instead, we are just allowed to choose one from the list.
      Can it be changed? How should I? I’m no coder, sorry. I mean: I can edit the code, but not like a pro. Any help would be apreciated.

    • #64150


      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.


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