Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly prompts a dedicated Account field to appear, making customization clearer and more straightforward.
Use Case: Input contact details and a personalized account will be created.
Note: This feature is for new contact ‘Add Deal’ not for the existing ones.
To view the Enhancement:
- Create a new contact in the ‘Add Deal’ section.ct name in the ‘Add Deal’ section.
- A new Account field will be created based on your selected contact name.
- Click Save.
