Improved entity links and invitations
While Salesflare’s goal is to make your CRM extremely easy to use and automated, so you actually use it, we don’t want to compromise on its power either.
That’s why you can also deepen and customize your fields, configure your pipelines, set permissions and much more.
And, starting today, you can el salvador phone number data also create any custom link you have in mind.
Trace any relationship
Do you want to indicate the parent account of an account? Or the primary contact of an opportunity?
Now you can easily create and trace any type of relationship.
With 6 new custom field types, you can now link your contacts, accounts, and opportunities to any contact(s), account(s), or user(s).
Need some inspiration to make the most of it?
Here is a list of the most common possibilities:
- Account field: “parent what are the most common injuries and pathologies among gazan patients? account”/”branch of”/”department of” an account (predefined field)
- Account field: “reseller” involved in an opportunity
- Accounts field: “suppliers” linked to an opportunity
- “Accounts” field: “customers” or “affiliates” linked to an account
- “Accounts” field: “child accounts”/”sub-accounts” of an account
- Contact field: “primary contact” for an account or opportunity (predefined field)
- Contact field: “coach” for an opportunity (role of the strategic sales executive)
- Contact field: “manager” of a contact
- Contacts field: “contacts be leads involved” or “stakeholders” in an opportunity
- Contact field: “gatekeepers”, “decision makers”, “influencers”, “product users” and “blockers” for an opportunity (roles from strategic sales and similar frameworks).
- User field: “owner” of a contact or account
- User field: “project manager” for an opportunity
- User field: “team” for an opportunity
Of course, every link to another entity is clickable, allowing you to easily explore all the relationships.
And: you can filter on it!
Try it and let us know what you think!