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Product Suggestions
Categories Automation
Created by Guest
Created on Jan 12, 2022

Add an activity at company level and link a contact

It would be great if you could add an activity at company level with a drop down box so you can select the contact you spoke to (or leave it blank if its a generic note).... this would save time going into the company then into contact...

Also, being able to do follow ups on company level and linking it to a contact if needed.

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  • Guest
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    Jun 1, 2023

    This would be an excellent feature/option to have. Many times, the contact on the company level has left that company, and I have no way to add notes or details to the prospect.

    In fact, many there are often times when I want to pursue a prospective business lead and I don't know anybody in the company. It's annoying to be forced to add a contact when creating a business. I usually don't even know anyone who works there; I only know that I want their business.

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