Deals in Outlook Customer Manager

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New Contributor

When you add a deal to an email contact does it stay connected to the contact or does it have to be connected via a company. After I added the Deal it at first showed up with the contact and then disappeared later. The Deal is listed in list of all deals but not showing being attached to the contact. 

2 Replies
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Just found my answer. Contact has to be shared.

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Hi Rich,

 

Thanks for your sharing. Feel free to contact us if you need any other help.

 

Regards,

Barry