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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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.
R
Rich Ribeiro
How about also adding an age indicator to the opp card?
R
Robert Petro
We really need this for our company. We need this to be more like Hubspot and SF and leave us the ability to create the opportunity on the company and then just assign the contact that belongs to the opportunity. GHL Team please make this an option does not seem to be something that should be overly complicated since right now we can link an opportunity to a person all we would need is an ability to make an opportunity on a company and just link contacts that are the POC to the opportunity.
D
David Siegel
I have a prospect asking for this too, as well as the ability to assign a sales person to the company vs. each individual contact. Only workaround I have found is to create a generic contact for the company and then put that in as the opportunity, then add additional related-contacts to the opportunity. It's fairly kludgy.
J
John Byrd
This will be a huge step!
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