Company Many to Many relationship to contact
C
Carl Taylor
Right now the new Company Object is a 1:Many relationship with contacts.
But we need to be able to have a contact belong to multiple companies.
eg.
Contact A
Is a contact on Company Y and also on Company Z
We need to know this association and be able to add/remove these associations.
So we are still dealing with the person who is Contact A, but we also track and are aware of the different relationships with the company.
So if we need to send an email to all contacts at Company Z, this person gets that email.
Or if a campaign is going out based on some data in the Company level records, that would mean it goes to only Company Y, Contact A still gets that email campaign as it's known they are associated with the company.
Hopefully this is a quick and easy fix.
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J
Jimmy Lea
As a coaching and training company, we work with many clients who own, direct, or represent multiple businesses. It is essential that our system allows one individual to be associated with all of the companies they are connected to, whether they are an owner, director, or manager. This functionality is critical for accurately managing client relationships, tracking engagement, and supporting the way our clients actually operate.
S
Stuart Heywood
Would love to have this added. GHL please advise
K
Kent Bullard
This really needs to be made a priority for GHL users. Far too many contacts, businesses, associations. How do we help get this done?
R
Richard Hickman
Highly needed feature!
S
Siddharth Shah
Team GHL it would be great to have this feature, Could you please update?
P
Pallavi Kothari
Merged in a post:
Associate A Contact to Multiple Companies (1 to many)
D
Daniel Ndaya
We would like the ability to connect multiple companies to 1 contact.
A contact can work for a company and own their own company
A contact can own multiple companies
A contact can own a company and be an investor or chairman of another
Hubspot and Salesforce already allows us to do this. Please do the same
S
Siddharth Shah
Same for us as well, we have firms like Mortgage advisors and finance brokers accountants is there any update on Please?,
M
Marty Mcclintock
try adding a user. as for the type of position it don't reat matter. typically a Chairman ha ony read only and approval access within a software
K
Keith Besherse
Daniel is correct again! There are also sales professionals who represent different product lines. And we could easily have a case where someone is an independent contractor with multiple clients who might all be our SaaS clients.
B
Bernardo Klock
Our customer, an accounting firm, need the option to associate one contact to more than one company, as it is common their clients ownning more than 1 company.
This feature is valuable to every accountant firm. If GHL want to grow revenue through accounting firms.
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