Link multiple people to a deal?

Kristaps Beinerts
Kristaps Beinerts Member Posts: 1
5 Up Votes Photogenic
edited June 2023 in Ideas and Product Feedback #1

Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context.

The current workaround is adding multiple emails to the linked person but leaves a lot to be desired.

Perhaps it could be segmented into two sections. "Main point of contact" & "additional contacts".

So that we could see a profile for every person/contact involved in the deal.

Thoughts?


surprised to see no one else has posted this suggestion in the forum yet (or have I missed it?)

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  • markusblaschka
    markusblaschka Member Posts: 2
    Photogenic First Comment
    #2

    Same thought here. For most of my deals, I have more than one contact person. Sometimes it's just HR and some other department... in any case, it's a 1:n relationship, not 1:1 :)

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