Manual call to CRM deal assignment | Release Notes
Manual call to CRM deal assignment
You can now manually assign a call to a different CRM deal, giving you full control when multiple deals exist under the same company. Simply navigate to a call, click the pencil icon in the 'CRM record' section, and...
You can now manually assign a call to a different CRM deal, giving you full control when multiple deals exist under the same company.
Simply navigate to a call,
click the pencil icon in the ‘ CRM record’ section, and then select the appropriate deal.
Airspeed will automatically update the association and sync call data to the new deal.
This makes it easy to ensure every call is tied to the right deal, improving data accuracy and downstream reporting.
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