Company-based contact grouping and bid filtering

I want to be able to group multiple contacts under one company so I can easily select the right person for a bid and exclude others (like accounting) who shouldn't receive quotes. This is important because sometimes people change and we don't always remember the specific person's name, and some contacts at a company shouldn't be getting quotes.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Contacts

Date

1 day ago

Author

Megan Fuson

Subscribe to post

Get notified by email when there are changes.