Add more than one company in a DealCompleted
Sometimes a deal has more than one company involved, I appreciate that we can add Participants but it is limited to Contacts only...Very important to be able to add Companies also as participants
I agree. An example of this is dealing with a group of franchised stores and you are trying to close a deal with 5 locations but speaking to one main office location. Currently we start a deal only under the corporate location since thats who we are dealing with directly in order to sell something to the other 5 locations.... However, it would be a "nice to have" ability to link those other companies( franchisee locations ) into the same deal. Not a must have for us (though it seems important to Celine Vignal) but definitely a nice to have.
This is now possible with customer lookup fields: https://support.salesmate.io/hc/en-us/articles/360043520171-Setting-up-Lookup-Fields-Relationship-Fields-
Please verify it and let us know if this works for you guys :)
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