Custom "Contact" property in deals

gepot

Use case: A deal/opportunity has a number of roles that are fulfilled by contacts (e.g. Project manager), however, one contact can play different roles in different deals, so it doesn't make sense to add it as a custom property on the Contact object.

 

Adding a field that references contacts in deals would make this possible (much like the Hubspot user field, but for contacts).

2 Replies
KM1
Participant

Great idea, especially applicable if you have multiple deals with different contacts on different sub-teams but all under the same company or different companies. 

Krispykitchen
Participant

the inability to do this is so frustrating