Hello,
My company and I started using your product for about 2 weeks.
We have decided to not use the Leads module because it does not have a Google Contacts sync for it (just Contacts has this).
I have created several personalized fields in the Contact sheet. The same fields are present in the Deal sheet.
My question is this:
When I create a new deal from a certain contact can some of the fields be automatically copied from Contacts to Deals? It would greatly help me reduce the copy-paste needed.
Thank you.