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New system field: In companies list page would be helpful to have a count for people, deals, etc

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6 comments

  • Official comment
    Team Salesmate

    Some good news! 

    We plan to have a "Number of Contacts" system field in Company by mid of Feb 2020.

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  • Team Salesmate

    We already have total open deals, won, lost and activities field for companies module.  We will surely consider adding total people linked with company.

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  • Marcelo Ramagem

    Yes, I am aware you have total open deals, lost deals, etc. I was just giving an example of how adding "Total People" fits right in with the other total counts. 

    Its a small addition that helps us see our data more clearly. For example, how many companies do we have in CRM that have nobody linked to them? How many companies have more than 5 people linked to them, etc? It helps us segment, target, and clean up data.

     

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  • Team Salesmate

    Hello Guys, 

    We have released "count for people" in our Feb's release. Now you can use our smart field called "# Associated Contacts" and find the count or use it for search purpose. 

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  • Alain

    Hi

    Unfortunately, the smart field is not very reliable, the result is frequently different from the number of associated contacts in company detail view

    I suspect in some cases that deleted record are also counted

    Regards

    Alain

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  • Team Salesmate

    Alain

    Can you please drop some more info about the the chat or support@salesmate.io , so that we can verify your records and check for the detailed cause. 

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