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Identifying contacts

Copper Contributor
Posts: 36
Country: United_Kingdom

Identifying contacts

I would like any suggestions that anyone might have, in our database we extensively use companies, each of these companies have many contacts (averagely 15), we want to be able to see which of these contacts are key decision makers in the sales process.

 

I guess there are a lot of ways that this could be done but I need something that is uncomplicated for the users, easy to see and ideally I would like to see which companies don't have key decision makers once we are up and running.

 

any suggestion you have pls let me know.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Identifying contacts

You could create a check box field for the Contacts to tick for "Key Decision Maker"

Not sure about looking companies without a Key contact without an addon
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Identifying contacts