Ability to create company contacts and associate people to them | Voters

Ability to create company contacts and associate people to them

Rebecca Pringles

I should be able to set up the client as a business with multiple contacts. I can designate who is the primary contact and when I send anything, the primary contact is selected with the ability to add secondary contacts.

Created by Erica Rosas

October 26, 2021

Mandy Root-Thompson

This would help so much

Stephon Parker

Hello, new to the product. Is this feature under active development? It would be very helpful for me.

Jonathan Ramos

marked this post as

open

Brandon Smith

Hi voters!
Thanks for your thoughts and votes on this topic. This is a big area we want to focus on next, so we’re hoping to talk with you about it in more depth with a 1:1 customer interview. The interview will take about 45 min, and we’ll provide a nice gift card for your time. If you’re interested in helping make Indy’s CRM tools better for you, please follow the link to fill out the interview screener (it’ll only take a minute) so we can book a time in the next week or two: https://weareindy.typeform.com/crm-screener
Looking forward to talking!

Brandon Smith

Merged in a post:

Adding another contact

Lorrie May Manuel

Would like to add additional contacts under a new contact. A lot of my clients have a team rather than one contact. Please advise!

August 10, 2022

Jonathan Ramos

marked this post as

under review