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
- Contact-to-Contact: Manage reporter and managers, spouses, referred-by
- Company-to-Company: Parent and Child Company
- Contact-to-Company: Owner and Owned By or Investor and Invested In
- 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 🙂
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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.