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 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 ivory coast phone number data 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 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 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 industry average: not more than once per day 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!
Invite teammates more easily
If you send your teammates an g seo work invitation to Salesflare, they don’t always immediately click the link to join the team.
Some people sign up to the site without going through the invite email or link… and create a separate team account. To solve this problem, Salesflare now recognizes the pending invite on their email address and adds them to your team anyway.
Others may forget to follow up on the invitation. To avoid you having to follow up with your teammates, Salesflare now automatically follows up with an email after 3 days.
Simple changes that make it easier for your team to join.