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Taylor Phelan

Joined Jan 12, 2023

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Last activity Jan 12, 2023

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ACTIVITY OVERVIEW

Latest activity by Taylor Phelan

Taylor Phelan commented,

CommentWorking with leads and contacts

I would love to be able to add a Primary Contact to a company record. In reality, no one is emailing info@companyname or calling the company's front desk when they need to speak to someone. Instead, we are contacting an individual person who is likely already in our system. Sometimes the primary contact is an employee. But when there are 37 employees, how would one know who the primary contact is? And let's say the primary contact for a child company is actually employed by the parent company - even if I could add them as an employee to more than one account, I wouldn't want to add them as an employee of the child just to have them listed as a contact.

In my mind, here is the solution for this...

  • Add a "primary contact" field in the lightbox popup when editing a company's info. This can go right at the top under Company Name / Parent Company and pull from existing contacts within the database. This is ideal because it doesn't mess with the employee block and would appear in the left-hand column of the profile along with all the other account summary info.

A use case is that we have a parent company that has 10 child companies. A VP at the parent company is the primary contact for each of these 10 companies. I need to be able to easily notate that.

This simple feature would solve a major setback for our team and I assume many others!

View comment · Edited Jan 12, 2023 · Taylor Phelan

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Taylor Phelan commented,

CommentWorking with leads and contacts

I would love to be able to identify multiple parent companies per child company. A use case would be a company that is the child of a joint venture. I need to know that they are connected to BOTH parent companies.

Another helpful feature would be to add a "sibling" company, to use the familial language. A use case here would be two independent companies that aren't exactly over/under but are formally associated. Maybe "sibling" isn't the right word considering it implies two companies under the same parent... but you get it.

This would be HUGE for us.

View comment · Posted Jan 12, 2023 · Taylor Phelan

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