currently only possible to add customers
Thanks for the suggestion, Bernie. Please donβt forget to vote for it, as every vote counts
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It would be extremely useful if you could add a parent company field to leads as well as customers. This way, we could identify from the leads dashboard which group an individual site sits in, and it would also help with the CRM reporting if we could see a breakdown of which sites (and which groups they belong to) our sales team are meeting with etc!
Great news, everyone! Leads can now be associated with parent companies ![]()
Thanks for suggesting this feature.
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