Company Hierarchy - Parent/Child or Headquarters/Branch
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Glenn Wasserman
I'm in the B2B space and deal with multi-location businesses and franchises. Often, there is a corp headquarters and branches to manage or one company acquires another so there are often multiple entity names to manage. ie: Toyota of Edison NJ, Toyota of Clifton NY, Toyota of Danbury Ct ... etc. .. these could all be owned by 1 parent company.
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C
Chris Hunt
This is huge. I've lost several opportunities in the B2B arena because they want a more functional company object. The requests I receive most frequently is an org chart and a dynamic list of contacts associated with the company.
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Houtan Hormozian
Sales & Marketing - Can you please review these requests
Use Case: Is it possible to restrict users to view only the conversations they are involved in, rather than the entire conversation history of the contact?
For instance, if I want to share a contact with a user, as an Admin and Assigned User should be able to see all conversations with that contact, however "Assigned Followers" should not have access to the entire conversations with the contact and only see their own conversations.
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Houtan Hormozian
and incorporate this into the concept https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/share-contacts-not-conversation
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Eric Langley
I do this with the Contact Type field now. Parent, Location, Person, Opportunity, etc.. It's a pain but it does work.
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Iver Aune
Something like this?
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Keith Besherse
Iver Aune, yes, but, not restricted to the franchise model