Allow Contacts to have Deal Roles
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Submitted by
gotmike
on
06-05-2017
03:35
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever.
Or if you are dealing with an Agency, who has contacts on both sides of a transaction, could be "Buyer" and "Seller" or "Seller's Agent" and "Buyer's Agent."
With only a few deals or a few contacts on a deal, this is not a problem, but in larger, more complicated transactions, there may be many different types of contacts. Attorneys, agents, lenders, investors, and more...
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