link deals to contacts
Could you make the client name active in "deals" so I can add a note about my call on the contact history area when I'm updating my forecast? They aren't linked so I can move seamlessly back & forth.
Anonymous
shared this idea
When looking to add activities for the deal (and essentially notes from those activities about the deal) you’ll want ot make sure that you have the Contact filled out on the deal. That way when you add an Activity while viewing the Deal in Deals Management it’ll automatically add the expected Account, Agency, Contact, and Deal in for you.
I hope this helps your workflow. I feel that Deals are the BEST place to go when adding activities that are for a specific buy/order that you are forecasting.
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Anonymous
commented
Perhaps I can add my notations & activities at the bottom of the Deal page. Normally I look at the revenue tab. This will post notes on the contact page, correct? I was hoping to switch to the contact page to view earlier postings.
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AdminRyan Moore
(Product Owner, Matrix)
commented
I'm not sure that I understand your workflow. You mention the client, the deal, the contact, and a note about your call (activity).
Are you trying to easily add an activity that encompasses all of this information?