Create and filter lists of companies
Y
Yusuf Young
We and our customers don't sell to people, we sell to companies. In a company, there can be multiple people you speak to during the course of a deal. When our salespeople make lists, they make lists of companies to target, not of people. When they log information and tasks, they go into the company to do this. In the company, they might make a note and see which people with which roles work there, and then decide who to contact.
In short, please make it possible to work Company based, not just Contact based.
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T
Tero Vaalamäki
Would be great to filter contact smart lists with company properties and companies with contact properties.
E.g. show contacts who are primary contact for companies whose revenue is 5-10 million and industry HVAC.
Show companies that have no primary contact set and have no outbound messages sent.
Y
Yusuf Young
J
Joyce Ansay
We also want this feature. Please update.
K
Keith Besherse
Yes please. Especially when the company has multiple locations with different contacts at each location but a primary contact at the regional or home office.