02-06-2018, 05:52 PM
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"
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
eCRM Web