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Feedback & feature suggestions

Asked a question 13 days ago

Wouldn't it be useful if webform had an option to be manually integrated into organizations and contacts? This would allow the company to choose to connect a new lead to a pre-existing org. and contact as in our case the automatic feature is dirtying our system and connecting to the wrong account.

Yes, give the option for manal!

No, automatic is enough!

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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?

When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field ... added the contact to the activity.

Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

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

Would it be useful to have lead nurturing email sequences using templated emails and merge fields? (e.g. drip campaings ... a call is recorded on the deal/contact)

Would you find it helpful to have multiple organizations tied to a contact?

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Asked a question 13 days ago

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