Company Object custom fields and workflows
in progress
C
Cole Weir
The ability to have custom fields related to a company object and the ability to put the company through a workflow would be amazing!
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A
Abraham Olson
This would be amazing for so many reasons. Is there an ETA for this update?
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Andrew Sabbatino
Abraham Olson Second this, i have 3 enterprise clients who need it. I'm trying to do some crazy work around right now with custom objects
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Kyle Rutledge
I'm REALLY hoping that included in this is the ability to use Company Custom Fields in forms, or at least use workflows to update company custom fields. That may be a different request though
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Alex Gibbs
We really need the ability to see custom fields on the Company screen to appear e.g. we created industry, revenue and employees custom fields and it doesn't appear on the Company screen when I'm in a Contact. Please update ASAP.
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Ian Lowell
Have Phone Numbers Been Considered in this request?? When associating contacts and companies via workflows it would be helpful to expose an additional work phone number field on the contact, related to the company. Allowing the connection between the contact to the company using provided matched field values on: ID, company name, work phone, email domain...
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Nicholas Scalice
Ian Lowell this is crucial
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Shannon Lawler
I have just come across this as an issue in email templates. Is there a timeline for this to be updated?
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Nicholas Scalice
Shannon Lawler was wondering the same
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Justin Loise
Any update on this??
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John Long
For B2B users we need the ability to have the CRM function like this:
Leads -> Contacts -> Companies -> Opportunities -> Customers/Clients
Leads - People who we have not had any contact with, but we think could hold potential as a customers.
Contacts - People we have had contact with, but who have not done business with us yet. Generally these are people working in a business and the business is who we will eventually transact with, but we work with the people.
Companies - businesses we are trying to sell to. Each Company may have multiple contacts that fulfill different roles, but they are all working for the same account.
Opportunities - These are potential business engagement with Companies (not with Contacts generally). Each Company may have multiple Opportunities open at one time or over time.
Customers/Clients - These are Companies who are paying us for services. We still interact with Contacts, but we transact with the Company.
I know that some of this could be managed with smart lists, but having the appropriate objects and ability to push the correct object through workflows and automations would be great.
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Harrison Riehle
There should also be a way to add notes and tags direct to the company. And companies can be the object tied to opportunities.
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Derek Woodward
Is there a way to show me all of the contacts associated with a particular object? Via Smart List filters? If not. That needs to be added
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Elizabeth Goede
I would like to add that adding company objects to forms is a MUST as well. This would also may it easier to update and avoid user errors. PLEASE PLEASE PLEASE!
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