lets say we have organization abc and in this organization someone named fred calls with an event another person for this organization calls that name sally. is there a way to keep one organization be subdivided by the people who work there
lets say we have organization abc and in this organization someone named fred calls with an event another person for this organization calls that name sally. is there a way to keep one organization be subdivided by the people who work there
Yes, a good example of a customer you have set up this way would be Macy's. If you look at their customer file you can see all the different contact people you have for the same company. When you click on the leads through the customer file it will also let you know which profile# (contact person) is handling that particular event.
Yes, a good example of a customer you have set up this way would be Macy's. If you look at their customer file you can see all the different contact people you have for the same company. When you click on the leads through the customer file it will also let you know which profile# (contact person) is handling that particular event.
No, only one sales person can be selected on a lead.
No, only one sales person can be selected on a lead.
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