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Company Object

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Company Object Automation
Ability to create new companies and associate contacts based on business name field.
5
·

complete

Create and filter lists of companies
We and our customers don't sell to people, we sell to companies. In a company, there can be multiple people you speak to during the course of a deal. When our salespeople make lists, they make lists of companies to target, not of people. When they log information and tasks, they go into the company to do this. In the company, they might make a note and see which people with which roles work there, and then decide who to contact. In short, please make it possible to work Company based, not just Contact based.
6
·

complete

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