Allow account to opt out of default deal record selections when adding an activity to a company record.
Please add a setting to allow for more control over default selections when adding activities. Currently, when I go to add an activity from within a company profile page, it will auto select the first deal in the dropdown and I do not always want a company activity to be logged on a deal. It would be great if there was a selection to specify that I would like to manually make that deal or person selection for the activity note and not have the system make one on its own and require that I make additional clicks to deselect them each time.
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AdminMaria Herrell
(customer experience manager, Pipeline)
shared this idea