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galenking
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Member since ‎Jan 28, 2020
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Galen King

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mitchellkp on February 08, 2018
As a user, I need to know the specific Contacts at our customers without creating lists. My customer success team will be looking at Company records, so this needs to be visible on the Company object. I want to create a set of roles-based field read more
56 upvotes
15 Replies
Member
April 30, 2020
Pipedrive had this and we used it for things like Primary Contact on Company records and Referred By on Deals.
lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
205 upvotes
71 Replies
Member
January 28, 2020
We would find this useful also.
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