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Company Object
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Company Object

posts
Company Object Automation
Ability to create new companies and associate contacts based on business name field.
5
·
complete
Be able to add Company from the Contact View
can search for existing, but can't add new.
15
·
complete
Company Object custom fields and workflows
The ability to have custom fields related to a company object and the ability to put the company through a workflow would be amazing!
166
·
complete
Change company object
Ability to change “company” to “family”
13
·
complete
Create and filter lists of companies
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.
6
·
complete
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