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Product Suggestions
Status Planned
Categories Automation
Created by Guest
Created on Jan 6, 2022

Set Follow Up Call or Task at Company Level

At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company.

Or even better, be able to write your activities against a company and there be a drop down so you can put the contact name in if needed.

This would benefit in the early stages of prospecting before you have the correct contact.

The following that, being able to set up a follow up call in the same stage as entering an activity.

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  • Guest
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    Jul 12, 2023

    I regularly reach out to companies, trying to find out who is in charge, so I can sell them my products and services. If I don't reach anybody there, and the opportunity is big enough, I will often create a reminder to call them back again. But in Prospect I cannot set a follow-up task unless there's a contact already associated with that company. I would like to be able to leave a task at the company level.

  • +34
12 MERGED

Add task to a company

Merged
When adding a task this can be done at the contact, opportunity, problem and quote level. It would also be good to be able to add a task at the company level, there might be an instance where a company does not have a contact, opportunity, problem...
Guest over 3 years ago in CRM App 1 Planned