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Status Under consideration
Categories CRM
Created by John Cook
Created on Mar 20, 2026

RELATED IDEAS

Define Contact Roles at the CRM, Opportunity, and Project Level

Ability to configure the role a contact plays at the CRM, Opportunity, and Project level. This will allow you to define who is the GC, designer, etc... Should also consider if this should be broken off from contacts into its own space (example - partners).

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1 MERGED

Contacts Subcategory for Non-Client Connections

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Currently, our contacts are set up nicely to recall notes with our clients, whether past or current. However, there is no CRM system for us to keep notes/contact info with other on-site suppliers of our clients. (For example, we are an integrator ...
Guest 5 months ago in CRM 0 Under consideration
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Ability to link two accounts by opportunity/project

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We currently add the opportunity to the homeowners account but it would be helpful to be able to link the builder or contractor they are working with. This way when we pull up the builder/contractors account it will show all opportunities/projects...
Jess Nead 16 days ago in Opportunities & Quotes 0 Under consideration