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Opportunity mail field
#9
ok, but my understand when you talk about directly related, is when I associate new contact a opportunity, for me, this is or main relation.

See not is a "right" or "wrong" here, but the form of understanding.

Look my scenario

At first moment, when I create a opportunity I have one person for talking in company.

But in sales developement, I identify a real decisor for my opportunity.

In my mind, at this moment, I should click contact, and add new contact at opportunity, and this new contact is "the guy".

However, system still look for a email account, or data in account ( because my process in b2b ).

I don't understand very well, why there a relation for contact in opportunity, if not to set a new "master contact"
Ranieri
eCRM Web
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Messages In This Thread
Opportunity mail field - by LorenzoGreco - 09-18-2017, 04:06 PM
RE: Opportunity mail field - by joebordes - 09-18-2017, 04:19 PM
RE: Opportunity mail field - by LorenzoGreco - 09-20-2017, 11:24 AM
RE: Opportunity mail field - by joebordes - 09-20-2017, 12:37 PM
RE: Opportunity mail field - by rslemer - 01-22-2018, 03:29 PM
RE: Opportunity mail field - by joebordes - 01-22-2018, 06:05 PM
RE: Opportunity mail field - by rslemer - 01-22-2018, 09:21 PM
RE: Opportunity mail field - by joebordes - 01-22-2018, 10:03 PM
RE: Opportunity mail field - by rslemer - 02-06-2018, 05:52 PM
RE: Opportunity mail field - by joebordes - 02-06-2018, 07:35 PM
RE: Opportunity mail field - by rslemer - 02-06-2018, 11:59 PM

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