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 Leer más

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 Leer más