When adding people in contacts - have the option not to add a separate company page
It is not always needed when you only have one contact at that company. This is especially important when you adding prospects from lists, then you call them and if they are not interested you have to remove both people and company page. I hope this makes sense
Mike
shared this idea
Hi,
Thank you for your feedback.
Unfortunately, we made a decision to create separate company and contact records at the outset of the application and we don’t plan on changing this feature.
If the “company” field is filled out on a contact, it will create a record for the company as well. This is all based on our database design.
I also want to mention that if you delete a contact and they are the only person related to a company, you will be prompted to delete the company record as well because no person is working at that company.
I understand that this may require different thinking for your current workflow, therefore, we are always happy to provide assistance if you write to us at care@nimble.com.
Best regards,
Joseph
-
Anonymous commented
Having a Company as a separate contact for anyone who has a company in their contact information can be redundant and make it appear that you have more contacts and therefore opportunities than you really do. It would be great if you have the ability to choose whether you have Companies exist as separate Contacts vs just info for your People Contacts.