On the deal card details page, you will have the linked account details
To view the enhancement:
Navigate to Pipelines
Click on a deal card to have the deal card details view
In the left panel, you will find the Linked Contacts details
- Pipeline Automation and Workflow
Linked Account in deal cards
- October 13, 2023
Related Categories
Contact Us
Looking for more information or want to try one of our paid plans?
OUR LOCATION
- 200 Chisholm Pl, Suite 103, Plano,
- TX 75075
