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.
Yes, this would be useful also to manage contacts that have changed companies. We deal wit real estate agents and they change a lot. Also clients, that could be of use.
we are claims management company, so one client might have multiple different claims against different airlines.
in our case, it would be useful to have the ability to assign passengers to multiple companies.
to be able to track all claims communications in one place.
and also sort this communication:
- incoming from airlines regarding this person claims and
- communication with client directly with us.
Has this feature been added yet? Seems like there is a lot of support for it. Personally we need it as well.
possible to relate contacts to companies thru APIs?
If yes, can someone point me toward the right documentation?
Please find here the link that helped us!
thanks a ton, but there is nothing about relation!
We're also working with freelance contacts that are working at different client companies.
Right now it is hard to keep track to who work where.
We've apply to the beta and it looks really promising.
Please push it further to an actual feature
I need this too please!
@jsg121 I signed up for the beta a few days ago, but have received no response and can't find anything that would indicate we have the new feature to test. How do we see if we have access to it?
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