Company Object Association to Other Objects
A
Alexis Counts-CRM
Right now, the Company object in GoHighLevel can only connect to Contacts. It can't connect to any custom objects we create. This makes it really hard to build CRM systems for businesses where companies (not just individual people) do things.
It's coming soon and a timeline is needed
B2B USE CASE
We're a coaching business that works with law firms. Here's what we need to track:
Companies that attend events
Companies that have memberships with different levels
Companies that make payments and sign contracts
Companies that become franchises
Companies that have staff and their guests
We can't connect the Company object directly to any of these things. This is a big problem.
What We're Stuck Doing Instead
The only way around this is to store company information on individual Contact records instead. Or create a Custom Object and call is Company.
This creates a mess...
Duplicate Data Everywhere: If a law firm has 5 people, we have to copy the firm's membership level, renewal date, and other info onto all 5 contact records
Constant Updates Needed: When something changes about the company (like they upgrade their membership), we need workflows to update every single contact from that company
Hard to Create Reports: We can't easily see what companies did what. We have to do complicated lookups through contacts instead
Gets Worse Over Time: The more contacts a company has, the harder it gets to keep everything in sync
THE BIG ASK:
Let us connect Company objects to custom objects, just like we can connect Contact objects to custom objects.
This would let us:
Create direct connections: Company to Event, Company to Membership, Company to Revenue/Contracts
Create accurate reports about B2B activities
WHO ELSE NEEDS THIS:
Multiple people from the same company use your services
You need to track what companies do (not just what individuals do)
You run B2B operations
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