adding a contact to multiple companies

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Matthew Tidbury

• November 05, 2019 07:56

I'm finding that many of my contacts wear multiple hats, working for more than one company, but in SalesMate it is only possible to link a contact to a single company.

In this day and age you need to be able to link a contact to more than one company. Please add this feature to Salesmate. You can do this in other CRM's that I have used and it's really useful.

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  Marcelo Ramagem

  • November 07, 2019 19:34

  Upvote!

  Seems to me like a reasonable request. Just add a cross reference table on your end to allow many-to-many relationships between company & contact. I realize there are a few hidden gotchas in there, but worthy of consideration.

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  Team Salesmate

  • July 13, 2020 06:52

  We do support lookup fields that should cover the above-given scenario. Please check out: https://support.salesmate.io/hc/en-us/articles/360043520171-Setting-up-Lookup-Fields-Relationship-Fields-

  Thanks,

  Team Salesmate

   

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  Chelsea Richardson

  • March 16, 2023 03:09

  This is marked as completed, but the lookup fields don't really cover the given scenario.  The goal would be for contacts to show up in the contact area under multiple companies.  This is not an unusual situation and, as mentioned in the original post, this is a feature in other CRMs.

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