- Referrals for Opportunities
- Posted by Nick on February 2nd, 2004
So has anyone seen an add-on that would allow a client to track who
was the referral on a particular opportunity. I've seen multiple
many-to-many relationship managers (iParties, Green Beacon etc.) but
all of them relate an account with another account or contact. I want
to relate an opportunity with an account or contact... any ideas?
Alternatively, any thoughts on an easy way of doing this?
Thanks,
Nick
- Posted by Victoria Yudin on February 2nd, 2004
That is a great question, I would love a solution for this as well if anyone
has one.
Victoria
"Nick" <nick@vorafamily.com> wrote in message
news:7de77b1c.0402021135.341d1b96@posting.google.c om...
- Posted by Nick on February 2nd, 2004
Ignore it - iParties and Green Beacon etc. all allow for relationships
at the Opportunity level - thanks.
nick@vorafamily.com (Nick) wrote in message news:<7de77b1c.0402021135.341d1b96@posting.google. com>...
- Posted by John O'Donnell on February 2nd, 2004
Opportunities has a tab called other contacts so you can track any other
contacts related to the opportunity such as if another person referred it to
you etc
"Victoria Yudin" <victoria@flex-solutions.com> wrote in message
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