Understanding the bigger picture is essential to strategic decision making and with our new Linked Company and People Fields, visualizing your relationship management has never been easier.
You can now create fields linking company and people entities in any combination to track beneficial data such as:
- Past and Co-Investors
- Company Competitors
- Advisory and Board Members
- And so much more
These fields can be created under Company and People Types from the Admin Page. See our Setting up Company and People Types article. Let us know how you're using linked fields!