People / Contacts

Can you create a function where you can link contacts to each other? There is currently no way to link team members on the same team within an organization.

It was suggested to do this through the Organizations settings, but this will not work as there may be 40 people in the same organization while only 4 (or whatever number) may be on the same sales team. Or there  may be multiple sales teams within the same organization.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited October 2020 #2

    Hi @Michael DiSimone 

    Thanks for sharing, I'll pass the suggestion on to our team!
    As a workaround you can also use custom fields. You could create a field where you store for example the team name or what colleague someone reports to. With the help of filters you can then later filter out all contacts from a specific team. Check out this video on custom fields and filtering.