REPOST from another submission I just found: Using company lists as inclusion/exclusion rules on contact lists would be a game-changer. Sometimes we have extensive lists of companies excluded from contact lists, but instead of being able to cre Beitrag ansehen

You should be able to tag a certain contact (or multiple) as the POC/primary contacts for deals. Why? When I prospect contacts, I sometimes add up to 15 contacts to a Company Record. Yes, once I create a deal, I don't have to include all of the Beitrag ansehen

all contacts associated with a company should be automatically associated with each new deal associated with the company