I need to add some data to our CRM and I am not sure where the best place is to put it as I do not just want to create more fields in CRM. I would like this data to be as dynamic as possible. I need to enter in actual vs. contracted data every month for multiple items per customer. Does anyone know the best place to put this? Is it under contracts somewhere. I was thinking of entering it as a line item but not sure if that is the best place. If anyone has experience with this and knows of the best place to put this kind of information please help! Thanks!
*This post is locked for comments