A better Company screen, utilising templates to allow Rich-text, links and files
A
Alex Pitcher
When we're looking for new companies to work with, we do a lot of desk and field research collecting pictures, documents, links and other information that will allow us to target a company properly. It would be great to have some sort of "Drag and drop" functionality like when you're building an EMM template. Here, users could add headings, images and links to files and admins can create templates.
This would also be good for existing clients. As an example, we have multiple teams who can sell multiple services to multiple contacts. It would be great if we could create a nice dashboard so when we're approaching new people for new services at the same company, we can easily see what we already do for them (and/or what they have in the works from desk/field research).
Log In