We're introducing a new object in folk, in addition to People and Companies, it is now possible to create Objects.
For your sales workflow, you’ll probably have multiple opportunities or deals for each lead/account. With objects, you can create these deals and link them to your leads to properly track your sales pipeline.
Objects can be used for multiple use cases:
Tracking opportunities/deals in your sales pipeline
Tracking projects with your partners, freelancers etc...
Tracking products in your sales pipeline
How to use objects
You can create objects from your people & company table views.
An object can be linked to both people & companies, and the same object can be linked to multiple people and/or companies. You can add multiple objects to the same contact.
Create/import objects
1. Create from table view
Open your group and go to your table view (people view or company view)
Click the "+" column on the right side
Select Deals if you want to create opportunities, or select Objects if you want to create your own object (product, project etc...)
Rename the column the way you want
Create the right deal name and link it to your contacts (people or companies)
2. Create from pipeline view
You can also create new objects from a pipeline view of objects by clicking "Create" in the view
3. Create from a file import
You can also create objects in bulk through a file import.
When importing a file of people or companies, you'll be able to import deals linked to these people or companies.
Update objects' profiles
Each object has its own object's profile.
Add custom fields
Once you've created a custom object, you'll be able to add custom fields to this object to track the relevant data about this object.
Just click on the object, to open its profile. From the object's profile, you can add the following fields:
Select & Multi-select to track priority and deal status for instance
Dates to track the timeline
Member to assign deals to your teammates
Numbers to track deal value
Text to add a description
People & companies
On the object profile, you can also check which people & companies are attached to this object and link more if needed.
Notes
Add notes to your object. You can mention your teammates in these notes to collaborate with them.
Manage your objects in a pipeline
Once you've created and linked your objects to your contacts, you can create a dedicated pipeline view to track them in your workflows.
Just click New view in your group and then select Object + pipeline view.
Your deals will be organized in the different stages of your sales pipeline, to better track your sales efforts.
For each stage of the pipeline, by default we calculate the number of deals (cards) you have in the column.
You can change this calculation, to calculate the sum (or any other calculation) of your number fields attached to your objects. This way you can get the sum of your deals value for instance.
Considerations for the beta
It's not possible to hide/display fields on the object's cards in the pipeline view (by default all object fields are displayed).
It's not possible to sort/filter objects.
It's not possible to export objects.
It's not possible to use objects in Dashboards.