Assign Sales Quote without assigning Contact company

(0) Share

Report

Posted on by Community Member

How can you remove the requirement to assign a contact company to a contact before creating a Sales Quote record?

We very rarely sell to a customer that is with a company (B2B) - almost all of our sales are B2C - and it is extremely time consuming and redundant to have to create 2 contact records (one a person, and another a company) for each customer.

Thank you.

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

JAngle 131 on at

Like (0)

Report

RE: Assign Sales Quote without assigning Contact company

Why not have a generic customer record for all contacts to be part of? Very common for companies using BC for b2c e-commerce to do this. It has other use cases too though

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Assign Sales Quote without assigning Contact company

Thanks for the suggestion Josh. Would that mean setting up a single Contact named something like 'Customer' and type of 'Company'?

Ideally we would only have to create Customer records, have the contact automatically created and assigned, and have the Company value of each contact automatically assigned to some generic, shared record.

Was this reply helpful? Yes No
Suggested answer

MahGah 15,529 on at

Like (0)

Report

RE: Assign Sales Quote without assigning Contact company

Hi

You can automate creating contact when you create Customer. Please see this video

www.youtube.com/watch

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

RE: Assign Sales Quote without assigning Contact company

Perfect, that did the trick - thanks my guy!

Was this reply helpful? Yes No