New system field: In companies list page would be helpful to have a count for people, deals, etc
CompletedCan we please have a count column / field for total people linked to a company. Total open deals, total won deals, total lost deals, total activities, etc?
Would be helpful in segmenting and targeting companies based on this linked info.
-
Official comment
Some good news!
We plan to have a "Number of Contacts" system field in Company by mid of Feb 2020.
Comment actions -
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.
-
Alain
Can you please drop some more info about this on chat or support@salesmate.io , so that we can verify your records and check for the detailed cause.
Please sign in to leave a comment.
Comments
7 comments