Ideas

Select Companies from Companies Module and Drop into Target List

Make it possible to select companies in the companies module and then add to a target list. Similar to how you can add people to a project in bulk in people database.

This opens up more functionality for users to leverage boolean search to locate companies for a target list, rather than just leveraging Tags in the Target List module.

  • Jack Shirley
  • Nov 1 2024
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  • Katie Davis commented
    18 Nov 15:03

    This would be particularly helpful in handling groups of people / M&A activity.