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Add more than one company in a Deal




  • Marcelo Ramagem

    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.

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  • Team Salesmate

    Your suggestion is noted. We are planning some custom fields called "Lookup Fields" that might satisfy the shared concern.

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  • Richard S

    This feature is necessary when selling through an agent company or distributor, and need to link the customer to the distributor/re-seller company, not just individual contact person.

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