Hi,
We sell to companies (accounts) and to individuals (contacts) - I would like to be able to link an opportunity to either in the same way that you can with a task.
Is there an easy way to do this?
Thanks
Kieran
Hi,
We sell to companies (accounts) and to individuals (contacts) - I would like to be able to link an opportunity to either in the same way that you can with a task.
Is there an easy way to do this?
Thanks
Kieran
you can create a new relationship through studio between contacts and opportunities, keep in mind that there’s already one but is many to many
best regards