There must be something I’m not doing right, as I think the system has this option, I just can’t see it.
So, in CRM we get a Lead and comes to the board by form. Once the Lead is qualified, we create a Deal. But when in Deal, we are losing a link to contact. We cave to manually link it inside a Deal board.
Is there a way to do it automatically? And if there is, why is it so complicated to find it?
Help please 