Extend relationship type to capture various networks

Markus Ehart
Markus Ehart Member Posts: 3
edited July 2022 in Sales CRM #1

I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations.

So far there are just 3 options to link organizations (related, parent / daughter)

From time to time we get insights about what products customers are using. We use this intel to track our competition. I would like to capture that information by linking them with the providing organization.

The relationship type could be “customer of” or “business related” as an example.

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Comments

  • Andre Vill
    Andre Vill Member Posts: 136
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited May 2022 #2

    Hi Markus!

    This is probably something that should be done with Custom Fields. Maybe a single or multiple option field with "Customer of" as the name of the field and competitors as options.

  • Markus Ehart
    Markus Ehart Member Posts: 3
    edited May 2022 #3
    Andre Vill said:

    Hi Markus!

    This is probably something that should be done with Custom Fields. Maybe a single or multiple option field with "Customer of" as the name of the field and competitors as options.

    Hi Andre,

    Thanks for your suggestion. A customer field “Customer of:” set to the field “Organization” and the option to add one to many would work as a workaround.

    However, the relationship feature would be the better way.

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