Hi, my sales team is having a hard time using the deals feature. In the deal detail, it is not showing the contact form submission. Instead, they are having to manually click into the contact record to view someone’s message that they left in their form. It is very inefficient. How can I populate my deal detail with the contact form?
Note: I have used automations to copy the contact field for some form submissions, but it is NOT working for “dropdown” or “textarea” submissions. I definitely need the textarea fields to appear in the deal detail. Please help!