Survey/Poll

Feedback & feature suggestions

Asked a question 6 months ago

It would be very useful for us to link multiple organizations to one deal. Is this possible?

To see the answers/comment from our community members, please login/sign up for free to this Sales community.

Would it be helpful to your sales process if there were an Organization button like the Deals, Mail, Activities buttons? ... with the same organization.

What do you think about creating an organization associated contact person from within the deal detailview? Created ... which the deal is linked to.

Do you think having the ability to link a contact to more than one organization would be helpful? Eg. for a contact who owns multiple businesses or locations?

Would it be useful for someone to link quickly to an deal from the contact details?

We often receive email with multiple requests from our customers and we would like to use this one email to multiple deals. Do you have some idea how to handel it?

Would is be helpful to make the contact and organization header similar to the one of the deal to provide a quick transition toward related records?

46 views

2 followers

Asked a question 6 months ago

Views this month