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Outlook Customer Manager- multiple customers on one deal

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Occasional Visitor

Im new to all this and only just found customer manager.

 

When we are chasing a project (Deal) we often have several of our customers chasing the same deal, is it possible to alocate several contacts to the same deal?

1 Reply
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Hello David,

 

Please try adding these contacts in the Deals, see:

20171006-2.png

 

If this way can't meet your requirement, please submit your feedback to our related team via the link below:
https://outlook.uservoice.com/forums/407082-outlook-customer-manager

So that, they can get your thought as soon as possible.

 

Hope the above information helpful.

 

Regards,

Rudy