Ability to view appointments, documents, & payments from the company view.
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Valerie Gilzean
Having the ability to view the appointments, documents, and payments for all contacts associated to a company from the company view would be super convenient. Currently you have to know which contact a certain document was put under.
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J
Jackie Appleby
Agree, being able to invoice from the company details would be helpful too. Sometimes you have multiple contacts with opportunities with the same company and the same AP contact. Having an AP contact in the company record would be awesome too!
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Chris Hunt
This is a common request. Customers currently have to track down any documents, appointments, etc., by contact. I have customers that still use the free version of HubSpot because this isn't available in GHL.
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Sales & Marketing
Merged in a post:
View All Communication for Assigned Contacts in Company View
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Cristian Droescher
It would be huge if we could see all the communications we have done with assigned contacts that are attached to a company in one play to track where that company is and see all communications at a high level.
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Mark Kalnitski
Underrated feature request! Conversation History, Activity Log, Appointments, Documents and Payments - absolutely needed
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Damian Sutton
I agree. But I would add that we need to be able to see all conversations with people from a particular Company in one view as well. Basically, it would be amazing if it worked like Hubspot.