If you are taking repeat business from existing contacts/accounts how does that work with leads/opportunities - can you make a link between a lead/opportunity to an existing contact or account?
Announcement
Collapse
No announcement yet.
Associating Leads & Opportunities With Existing Contacts/Accounts
Collapse
X
-
I believe you can is the answer? You can create as many Opportunity as you want for each Contact or each Account (company). I believe the term Opportunity is "opportunity for you to either get the sale to them or them accepting your service".
By default I think these 4 entity is already linked together, if you don't see it. Have a look at the Admin, Entity, Layout Manager
- Likes 1
Comment
Comment