Have multiple contacts under one business
It would be super cool if you could create a profile for a business, and then have multiple customers under that one business, with separate contacts. You can make customer profiles with the same business name attached, but you can't see them all in one place.
1
vote
Kimmy
shared this idea
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Matt H
commented
The way I do this is to create the "customer" very generically. For example, I would just add:
"XYZ Company", Phone number, Address and Email Address (for example, noemail@customersdomain.com), and then their main phone number. Then, for each "user" within the company, I create a separate contact on that tab. It's not as ideal as I'd like, but it works.