Mapping of email and mobile to the account while adding a commercial deal for new business and new contact

While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to the account.

To view the enhancement:

• Navigate to Pipeline

• Click on Add Deal

• Select deal type as Commercial

• Add a new business name and new contact name

• Insert the email id and mobile number.

• Fill in the other required details.

• Click to save.