Hi Team,
The call button on the deal page always calls the primary contact set for a deal which is expected. However i am unable to find any call buttons to place call to other contacts in the deal.
Workarounds -
- Go to contact page and generate call. There are chances of error here as team members may place call to wrong contact.
- Use Set Primary Contact option to change primary contact and place call every time.
An option to place call to the contact of choice right from the deal page will be a great experience to have.