December 9, 2011

New Feature – Relationships and Links Abound

BY John Paul Narowski IN Uncategorized 0 Comment

With our expanded relationships feature you can add multiple companies to a contact, link companies together, or add contacts and companies to deals. Relationships can be anything from a contact who referred another contact, to contacts and companies associated with a deal.

Screen Shot 2011-12-09 at 10.40.48 AM

Each relationship can also have an optional label or role associated with it. This helps clarify what a contact’s role might be in a particular deal, or what type of partnership two companies might share.

Screen Shot 2011-12-09 at 10.41.08 AM Features
  • Contacts, Companies, Deals and Cases now all a relationships section
  • Track which contacts were referred, and who they were referred by
  • Add secondary companies to a contact
  • Each Relationship can be assigned an optional label to help identify the records role in the relationship
I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

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