How can we improve Sell?

A 'person' hierarchy structure to manage variations of multiple companies/deals and to facilitate GDPR reporting

Being able to manage company and deal variations linked to a unique contact (i.c. for persons)
Currently we have created 'duplicated person' accounts to manage deals where a person was involved when working for company A. The person moved on to another job at company B and (s)he was again involved in a new deal for company B. So, a unique person has 2 email addresses which are linked to different companies and. as a result, different deals.

Also, from a GDPR perspective being able to answering gdpr requests by pulling reports from unique contact ID/Name with all its variants in a seamless way.

And a similar basic solution already exists for companies (hierarchy structure).

Benefits: GDPR regulatory compliance reporting, no duplicated but unique contact ID or name that can be linked to more than 1 email address, to multiple companies and deals.

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Bart shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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