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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

Merged
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 8 days ago in CRM