Company Object Automation
complete
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Core Platform
complete
G
GYC Admin
As someone who just started using the platform, this seems like a no brainer feature.
Core Platform
in progress
R
Rose Magro
yes. the employee contact within the company is going in as an opportunity when its the Company itself that should be the Opportunity. One company may have several departments and contacts that we work with and needs to be recorded, but once the Company comes onboard with us, its the Company that becomes the Client (Opportunity). currently not easy to convert a Company with so many of their employees in our system :(
Core Platform
planned