Can I create a new contact while creating deals?
Yes, you can create a new contact from the dialog box while you’re creating new deals. So, you don’t have to worry if you have not created the contacts beforehand.
All you need to do is to fill in the fields in the dialog box such as the contact name, phone number, email, organization, etc.
Once you have saved the deal, the contact name and information will automatically sync to the contact lists.