What’s New: Company Object and SFDC Sync Added to Contacts

Do even more with our Contacts feature with the ability to set companies as top level objects and sync all your information with Salesforce in a new way.

Companies as a Top-Level Object

Many have asked, now we deliver. We have rolled out Companies as a top-level object, similar to our Contacts feature. This allows our users to view Companies much like they do Contacts, but also dig into a company in order to view and edit information as well as view related deals, loan quotes and contacts for the given company. In order to view Companies, click on Contacts at the top, and from there you will be able to toggle between Companies and Contacts.

Associate TermSheet Contacts with Salesforce Records with New Sync Capability

Now users can associate TermSheet contacts with corresponding Salesforce records. Previously, once TermSheet was authorized to sync with Salesforce, the entire contact would sync via email match. We have updated that functionality to associate existing TermSheet contacts with the Salesforce record instead of a complete sync. Users can view the Salesforce record within the TermSheet platform. You can access these connections within Admin -> Apps.