But I'd like to have an additional feature in which I can filter objects based on parameters as in HubSpot. For instance, when bringing up contacts, I'd like to be able to create a filter based on criteria such as Contact Owner or Team, to get only this owner's contacts, not the whole list.
You are right ....When creating a deal we choose a company but then get the full list of all contacts in the CRM? Once we choose a company it should restrict to only related contacts for the company
Please respond if this doesn't meet your requirements, and let us know what we're missing. Thanks for your input!
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