Meeting Creation and Location Options

Meeting Creation and Location Options


When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already verified as accurate).

This is not the same in a deal (i understand that in a lead, the address field is a system field and this doesn't exist in a deal) and is just as essential as the Lead address being accurate as we are a Security Product provider that measures and quotes (from the Lead Address) and then Installs the product (From the Deal)

HOW can I have the same behaviour in a meeting associated with the DEAL whereby it gives the dropdown box with the address pulled from the Contact record that is associated with the Deal.


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