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Zach5
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Member since ‎Aug 5, 2022
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Zachary Farrar

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NinaKovari on August 23, 2019
Expanding Company Relation Hierarchy
We do a lot of business with international companies that have various branches across the globe. It would be useful to be able to associate these branches with each other through a "sister" or "related" company relationship, similar to the parent/c read more
Reply Idea Contacts & Companies
14 upvotes
8 Replies
Zach5
Member
July 11, 2023
Yes - it would be great to have "related companies" ideally with user-created tags. We track investors/lenders and their portfolios, so have "Investo...read more
TMcCall on November 18, 2021
Edit what stages are visible in deal board view
My team runs its clients through the same pipeline and has different people handle different stages. Some of the properties we have made are only relevant to specific teams/stages. If we could hide stages in the deal board views, like saving filters read more
Reply Idea Deals Lists
32 upvotes
7 Replies
Zach5
Member
October 31, 2022
Agree - this would be a very helpful feature. I've tried creating a similar dashboard view using reports without success.
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