Projects > Multiple participants

shini0711 Member Posts: 1
5 Likes Photogenic
edited July 2023 in Sales CRM #1

Project management is just as much a team sport as sales - especially in the B2B sector. It would be more than pleasing (and perhaps necessary) to have several participants in a project on both the client and the team side. The goal is to have a complete documentation of emails and activities to keep everyone in the team perfectly informed.

When will such a feature be available?


  • Alan Teece
    Alan Teece Member Posts: 8
    First Anniversary 5 Likes First Comment Photogenic

    Couldn't agree more. - see my post in SalesCRM. For all but the most simple projects multiple contacts is a must - not least so you can then trigger automations to a range of people involved in the project.