💥 Reach thousands of inboxes in minutes: All new 'Email Campaigns' is here! - Learn More

Hooray! – The relations between records have now become even stronger with Lookup Fields

Many sales processes are built around the relations, and adequately managing those relationships inside your CRM can help you to close more deals. 

With our new addition of Lookup Fields feature, you can build one-to-many and many-to-many relationships between records.

One-to-many (Single Lookup) relationships

Using this setup, you can associate a single record with multiple other records. For instance, you can have a company lookup field for the company module and manage the parent-child company relationship. One child company can have a single parent company. But a single parent company can have multiple child companies.

Many-to-many (Multiple Lookup) relationships

Using this setup, you can associate multiple records with multiple other records. For instance, you can have a contact lookup field for the company module and maintain the “Investor” and “Invested In” relationship. One investor can invest in various companies, but a single company can have numerous investors too. So, now creating and managing such relationships becomes more comfortable by using the multiple-lookup field inside Salesmate.

Different kinds of relationships you can manage

  1. Contact-to-Contact: Manage reporter and managers, spouses, referred-by 
  2. Company-to-Company: Parent and Child Company
  3. Contact-to-Company: Owner and Owned By or Investor and Invested In
  4. Company-to-User: Account Manager and Managed By

So from now on, you can build and maintain relations as per your business needs and improvise your sales process.

To know more about Lookup Fields, please check out our support article.

Happy Selling 🙂

Kashyap Trivedi

Kashyap Trivedi is working with an awesome marketing team at Salesmate CRM. He is deeply interested in learning digital marketing trends and try them out! When he’s not working, you’ll find him reading a good book or meditating.

You may also enjoy these

Product Updates
🚀 May 2024 Experience Updates: Ticket Management, SLAs, and Document Management are here!

This May is pretty special for us and our customers. We are adding two big features to Salesmate and also bringing...

4 Min read
Product Updates
March 2024: All new Instagram integration, chat reports, and more!

In our tailored webinar on Salesmate 3.0, we already announced how we see social media integrations. We believe...

3 Min read
Product Updates
🚀January Experience Updates: 3 Key changes to kick-start 2024

Let's dive into 2024 with some amazing Salesmate updates and improvements. Check out the three top changes you'll...

2 Min read
Product Updates
📧 Reach thousands of inboxes in minutes: All new ‘Email Campaigns’ is here! 

If you’ve tried Salesmate before (or you’re an existing customer), you might know that our platform already...

3 Min read
Product Updates
April 2023: 5 Improvements in Contacts, Companies, Salesmate Chat & more 

April was a productive month for us. We took feedback from our customers on items that impact their daily...

2 Min read
Text COPIED

Supercharge Your Sales Today! 🌟

  • Save at least 50% on subscriptions and integrations.
  • Save 30% more time for your sales team.
  • Choose a CRM trusted by 8500+ businesses.
salesmate CRM
Scroll to Top
Scroll to Top