Company as an Opportunity
M
Matthew Morales
I want to be able to make Companies opportunities, and be able to contact all those employees from the same company tabs.
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S
Shane Geer
This is probably the quickest and most beneficial change. Will probably leave this CRM because this is not an option.
W
Wendy Wall
I totally need this as do most of my clients
M
Mike Santiago-Griggs
Need this!
M
Mauricio Roa Garcia
This will be so useful!
J
Jeremy Biggs
For any B2B sub-account this is a foundation function. Clients are legally selling to a Company, not a Contact.
- Company Based Opportunities (Multiple contacts with different roles for different email correspondance)
- Associated Estimates / Quotations are connected primarily to the Company object, with Contact/s associated
- Invoices are sent to Companies, not Contacts.
In my view is more common to have a Company to sell to than a Individual person and from a compliance standpoint will need to include the TAX Number and other Company registration information.
H
Harry Mccrae
This would be really helpful as well. As this is a question that is always asked by our b2b clients it shouldn't be overlooked!
A
Andres Lombana
This is something I keep getting asked for from b2b clients.
Any updates?
P
Pallavi Kothari
Merged in a post:
Company Name as Opportunity Name
T
Taylor Mack
I get this question so frequently from our b2b clients. Can there be a setting to set the opportunity name by default as the company name? not the individuals name? This would be a major enhancement.
A
Alastair Mackenzie
Any update on this?
M
Michael Holmstadt
Yes, please make this enhancement. Very important for B2B sellers. Critical capability.
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