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Hello! Very great software! I just installed it and just as it is seems promising!
However, I find that when selling, the contact is very important. We have main contacts in an Account and then the contact for the opportunity. I find that we need to find a way to find communication (history) for a specific contact easy, so that would be "a contact belongs to an account and a contact has many opportunities".
Many times, when opening an opportunity for an account I would like to find other opportunities for these contact. Or given a contact that I just stepped into the sidewalk, be able to quickly find all the previous opportunities we had...
I think the contact deserves a separate table with some fields (role, email, phone, ...) and some views to handle those usecases, if others find them important. What are your thoughts?
The text was updated successfully, but these errors were encountered:
Hello! Very great software! I just installed it and just as it is seems promising!
However, I find that when selling, the contact is very important. We have main contacts in an Account and then the contact for the opportunity. I find that we need to find a way to find communication (history) for a specific contact easy, so that would be "a contact belongs to an account and a contact has many opportunities".
Many times, when opening an opportunity for an account I would like to find other opportunities for these contact. Or given a contact that I just stepped into the sidewalk, be able to quickly find all the previous opportunities we had...
I think the contact deserves a separate table with some fields (role, email, phone, ...) and some views to handle those usecases, if others find them important. What are your thoughts?
The text was updated successfully, but these errors were encountered: