Universal Deal
Please allow the creation of an optional UNIVERSAL Deal. A deal that can be linked to more than one contact or company.
For example: I have 100 Contacts and/or Companies that all use the EXACT same deal. Rather than having to re-create that same deal 100 times, allow it to be linked to be a universal or shared deal.
34
votes
chad@mchaddayinsurance.com
shared this idea
2 comments
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Lisa Marie Graves
commented
I have multiple people assigned to a deal but how do I individually indicate if the deal was won or loss with each person?
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lucas.garlepp@outlook.com
commented
I think what you're talking about here are deal templates. The ability to set up all your deals and then just pick them from a list when applying them to companies or contacts. This is a good one for efficiency and ease of use.
