What's New
CRM • feat crm-sales

Create a deal from a contact or organization page

MI @michellealva · #3036 · merged 14 Oct 2026
Contact page
Contact page
New deal from a contact
New deal from a contact
Organization page
Organization page
New deal from an organization
New deal from an organization

Adds a New Deal button to the Contact page and the Organization page's Deals tab, with the contact and organization pre-filled.