Overview

In order to maintain your CRM as the single source of truth for companies and deals, Cardinal integrates seamlessly to it and allows you to map features to companies and deals.

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Adding a company to a feature

Once you have brought companies to Cardinal, you can add them to features. This is useful to understand which companies are using which features and to prioritize features based on the companies that are using them.

Each feature has multiple properties that you can fill in:

• Priority: How important is this feature for the company? Is it a must-have or a nice-to-have?
• Expected date: When is the company expecting to have this feature?