Reference Records, Lookup Records, and Rollup
Gathering votes
Reference records, lookup records, and rollup features are key parts you definitely want in your CRM. The biggest problem these features would solve is avoiding data corruption. You don’t want different, outdated records linked to a lead or customer. What you really need is one solid source of truth. For instance, when you update an email address, phone number, or any other info, it should automatically reflect across all linked records. This way, everything stays consistent and accurate. Great examples: Grist, Workiom
Edwin Janssen
4 months ago
6 votes
Categories
Feature