Add COF emails and phone numbers in PLD

When an eAftercare email and phone number are added in OA, it would be nice if they automatically get updated in PipelineDeals. Also, insead of having the deceased info and relationship to deceased in the activity, can we have it populate in the Summary field?

  • Taylor Stokes
  • Jul 24 2017
  • Planned
I need it... Week
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