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How can we make Outlook Customer Manager better?

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.

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Chad shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • lucas.garlepp@outlook.com commented  ·   ·  Flag as inappropriate

    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.

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