What about the household contacts? MULTIPLE MAIN EMAIL CONTACTS NECESSARY!

Alissa Eiesland
Alissa Eiesland Member Posts: 1
edited July 2022 in Sales CRM #1

Alissa here from Sun Badger Solar. We use PD extensively for our CRM and have been able to nurture thousands of customers going solar with us!

Main concern: When a customer has a wife/husband/partner they'd like emailed as well for the deal, PD currently only allows 1 main email contact for a deal. This has come up over 10 times with our customer in the last 2 months and we'd like a multiple email contact for easy emailing for households (ie partners, husband/wife etc).

Customers request that we cc their wife or husband and we have to manually remember to do this for each communiqué we have with them. Not ideal!