Company Object custom fields and workflows
in progress
C
Cole Weir
The ability to have custom fields related to a company object and the ability to put the company through a workflow would be amazing!
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C
Clifford Paulick
Please make sure that COMPANIES (or a single contact within a single Company) get synced to QuickBooks, like HubSpot can: https://www.youtube.com/watch?v=FnnpdsW66D8
C
Cooper Stephenson
I completely agree, to add to this, there is also a disconnect between the company object and contact businesses:
Currently, we have a 'Business Name' field under the contacts that uses {{ contact.company_name }} - however this is just a text field, and has no functionality for structuring out contacts into companies.
On the other hand, we have 'Company' tab up the top of the contacts field. In here, we can create companies as separate entities, and then be able to assign contacts to these companies, as well as create tasks and notes for the company.
As a lot of businesses are using GHL to deal with businesses, compared to contacts, this functionality is great, and exactly what we want - however it needs to be more integrated into the rest of GHL more.
Idea: Be able to choose if we want our account to focus more on dealing with businesses, or with contacts, so that B2B companies are able to use GHL to manage projects etc for companies rather than contacts. This means that we can create opportunities for companies, and be able to set a primary contact for each company, so any messaging goes to the primary contact.
The business name field should also be integrated into companies, and the order for adding contacts can be switched around, so you start by entering in the company information, and then you add the contact information under the company - as there are going to be more contacts than companies, so adding the company first makes sense.
We also need the feature to be able to add umbrella companies, to have at least one overarching company - for example if we have a franchise that has a corporate contact, and then we also need to have the branches as companies as well, each with their own contacts.
This improvements are much needed in order to make GHL the best solution for managing B2B work, and creating an effective CRM for managing different companies, branches, etc. The system is currently confusing, and is not user friendly to have to navigate into the company tab to then add a company - which has no relation to the business name under the contacts, and no way to be able to quickly bulk import companies from the company name field.
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John Corey
I need this. Some unique company details (government-issued company ID, etc.) only need to be stored once per company, independent of the number of staff who work there. Second, the company data is more accessible from public sources.
Use case: The DB can be prepopulated with the official company details before any contacts are assigned. Using the correct/official registered name and unique ID inside the GHL DB ensures high data quality. Sales staff will create contacts and then link the contact to a company, knowing the company details are accurate.
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Keith Besherse
And the ability to cross reference Opportunities. https://ideas.gohighlevel.com/opportunities/p/ability-to-add-opportunity-name-in-emails-like-a-custom-field
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Danni Harris
The ability to bulk upload company fields too please!!!
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DLawrence Peatross
Relationship in company objects - Use Case Insurance Agencies using it to track related contacts
P
Pallavi Kothari
in progress
J
Justin Sheehan Personify
With custom objects coming out, we need to have custom fields for Companies. Super basic!
J
Jeff- Morgan-
This is table stakes guys. What is the timeline for getting this feature completed?
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Laurel Blow
I have clients who are going to leave me unless we get this going. Please please please move this up in priority!
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