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create new contact when you ae in a deal ro account

Related products:DealsContact management
  • May 13, 2026
  • 0 replies
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JanEverts
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When you, and especially when using the app (for salespersons on the roqd), are in an account or in a deal and ypu want to add a contact and you find out that that contact is not exisiting, there is no way to add a new contact. You have to close the dela/account go to contacts and then add a new contact. 

In the app that is not nice. I would like to see the option when searing for a contact and the contact does not exist that there is an option to add a new contact directly.