For this reason, you can also dig deep and customize fields, configure pipelines, set usa phone number list permissions, and much more.
Plus, you can now create any custom link you have in mind.
Tracciare qualsiasi relazione
Do you want to indicate the parent account of an account? Or the primary contact of an opportunity?
Now you can easily create and track any type of relationship.
With 6 new custom field types, you can now link contacts, accounts, and opportunities to any contact, account, or user.
campi personalizzati per collegare entità, creare collegamenti e tracciare relazioni
Create these new custom field types in Settings > Customize Fields by pressing the plus button.
Need some inspiration to make the most of it?
Here is a list of common possibilities:
Account field: "parent account"/"branch of"/"department of" an account (default field)
Account field: "reseller" involved in an opportunity
Campo dei conti: "fornitori" relativi ad un'opportunità
"Accounts" field: "customers" or "affiliates" related to an account
Accounts field: "child accounts"/"sub-accounts" of an account
Contact field: "primary contact" for an account or opportunity (default field)
Contact field: "coach" for an opportunity (role from the strategic sales framework)
Contact field: "manager" of a contact
Contact field: "contacts involved" or "stakeholders" with an opportunity
Contact Field: "gatekeepers", "decision makers", "influencers", "product users", and "blockers" for an opportunity (strategic selling roles and similar frameworks)
User field: "owner" of a contact or account
Campo utente: "project manager" per un'opportunità
User field: "team" for an opportunity
Naturalmente, ogni collegamento a un'altra entità è cliccabile, per cui è possibile esplorare facilmente tutte le relazioni.
