Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
UPDATE from @jennysowyrda : If you would like to be ungated for this beta, please fill out this form.
This absolutely needs to be considered, we deal with real estate agents, tenant representatves and project managers who are dealing directly with a client. This should be very simple to execute I would have thought.
We could really use this for our product. Our product uses the concept of teams and each team is a business. The issue is that when multiple users are invited (say a 3rd party) thats already a contact, we cant associate them easily. The best we can do is assign them to the last company they were joined with.
Yes, please! This is a particularly useful feature for contacts who are, say, both the owner of a business and a leader/primary contact for a business association or chamber of commerce type entity.
This is particularly relevant in the Accountancy industry, where you could manage the accounts for one Director across multiple companies they are responsible for.
I would imagine this isn't far away from the code used to associate multiple child companies with a parent company in HubSpot's back-end.
This is crucial for us as we use an external company as a middleman between us and some of our clients, and a single person from this external company may be a middle man between us and multiple companies. Making it difficult for us to monitor associated companies to contacts. Please fix!
This is an essential addition to our industry (telecommunications and security) as we have client contacts that manage/maintain multiple properties.
It´s important cause you can assign this contact ( for example a contact from a economic consultant ) to a company ( its the consultant for this company ) . For me , in the same view , in the company, i can see the workers and the external workers ( consultant ) and it easy to communicate with them.
I think my company is gonna change for another CRM because of this feature missing.
Need to be created in the top needed-features !
Possible Solution for those who can't wait for HubSpot to add this feature:
My company uses a reference system at the backend, so the way we have associated contacts with companies is like so:
I hope this helps you all with your unique circumstances or at least instills some ideas for your own purposes.
We need this ASAP. I work with education and often a teacher/coach/Director will be part of multiple groups/association and want me to do work for both of them.
Music Organization composed of multiple band directors.
Each band director also wants work done for their band. The band itself is not affiliated with the music organization
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