CRM

alexagatiss
Contributor

Marking company/contact as having a non-compete agreement

SOLVE

Hi all, I just had a quick question. We would love to add a field that marks certain contacts/companies as completely off-limits, due to a non-compete agreement being in place. What is the best way to do this?

1 Accepted solution
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Marking company/contact as having a non-compete agreement

SOLVE

Hey @alexagatiss 

 

In this case, you can create a Contact and Company property example "non-complete agreement" and select filed type as a single checkbox By creating this custom field, you can easily filter and segment contacts or companies that have the non-compete agreement in place.

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

View solution in original post

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1 Reply 1
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Marking company/contact as having a non-compete agreement

SOLVE

Hey @alexagatiss 

 

In this case, you can create a Contact and Company property example "non-complete agreement" and select filed type as a single checkbox By creating this custom field, you can easily filter and segment contacts or companies that have the non-compete agreement in place.

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

0 Upvotes