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

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Marcelo Ramagem

• November 15, 2019 22:14

Can 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. 

 

 

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  Team Salesmate

  • January 23, 2020 15:20

  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

  • November 20, 2019 06:20

  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

  • November 20, 2019 14:41

  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

  • February 05, 2020 17:02

  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

  • February 06, 2020 23:09

  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

  • July 27, 2020 06:25
  • Edited

  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. 

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  Alain

  • July 22, 2020 08:50

  Hi 

  Any fix / improvement since my reply to support last February?

  Thanks,

  Alain

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