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Nicholas YeapCommunity Rising Star
Co-Founder & VP, Ventures
Asked a question 3 months ago

Feedback / Feature Request: Here is the scenario. 1. I read an email. 2. I created a new deal through the email. The issue is i will have to create a new user also. Why can't the user be straight in the New Deal since it is in the same email? Can't find the logic. Would be great if this is by default to minimise all the manual works.

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@Nicholas Yeap25 you can indeed create the new user from the email, even when there is an already linked record in another folder, please have a look here29