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Associate Contact Note with a Specific Deal

Need Ability to have a note created with contact associate with a SPECIFIC deal and appear in that particular deal.

Currently, for a contact who is involved in multiple deals I have two options:
1. duplicate the note if I want to see every interaction with everyone involved under the deal.
2. see the note for the contact on all deals he/she is involved in - even on deals that are not related to the note at all.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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