Feature #589
Updated by Nandu Kolukula 27 days ago
Add:
Company (Client) = Parent Account
Individuals = Contacts under that Company
Functionality Required
Each individual must be linked to a single primary company
Ability to:
View all contacts under one client
See full interaction history at:
Contact level
Company level (rolled up)
You can open Allianz and see every stakeholder, every email, every meeting, every opportunity tied to that insurer in one view.