How can we improve Sell?

Link contacts

A way to link a person to another contact - say husband and wife with different names or link a contact to a company so you can look at as the person or listed under the company.

25 votes
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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Stephen Moore commented  ·   ·  Flag as inappropriate

        I would like to be able to view a contact and see a list of other contacts that I linked to them for referral/lead management.

      • Anonymous commented  ·   ·  Flag as inappropriate

        In Deals, you can associate a contact with a deal. Why not have an associated contact just within the contact screen? Even in the deal screen it should be able to let you describe the reason they are associated.

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