Situation:
Our company needs to add a custom entity for property (real estate properties) and then every lead and opportunity can have a property or properties associated with it.
Question:
How would I accomplish this?
Barry Waldman
Thanks so much!
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You can also do this:
1 - N:N relationship from Lead to Property
2 - N:N relationship from Opportunity to Property.
Hi Aric, I just want to clarify that the property/properties will be a custom entity and I need to be able to associate a lead or opportunity with 1 or more properties so shouldn't I have a sub-grid in the leads and opportunity forms and make properties many to many with leads and opportunities?
Create the entity, and make sure that you add a lookup in the entity to the property (parent) entity.
After you create the entity, go to the properties form and add a subgrid.
The entity that you created should be there for selection.
Hope this helps.
Hi,
As per my understanding, the requirement is like:
1 Lead or Opportunity associated with 1 or more properties and
1 Property associated with 1 or more Lead or Opportunities
To implement this you need relate entities in a Many to Many relationships as:
Lead - Property
Opportunity - Property
You can associate the records easily in a Many to Many relationship using our company custom AddOn "Drag and Drop Listbox"
www.inkeysolutions.com/.../drag-and-drop-listbox
Thank you,
Please mark the answer if found helpful ::))
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