Tracking/Registering a longer Process with multiple accounts attached (CRM)

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Dear Community,

We are struggling with finding a good way of registering our work-process in Sales.

We are working with longer Processes we call "Programs" that span over multiple months.
Such a "Program" has participating accounts represented by specific contacts from that account.
The program consists of multiple Appointments throughout the process as well as mail-correspondence, phone-calls etc. All need to be "connected" to the "program", so that it is possible to get an overview of all activities related to the program.
Finally opportunities and leads should be able to be related to the "Program".

Related Activities (Appointments, calls, mails etc.). <- Program -> Participating Accounts -> Participating Contacts.
V
Related leads and opportunities

Any inputs would be highly appreciated! Thanks.

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Francisco Murtinheira on at

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RE: Tracking/Registering a longer Process with multiple accounts attached (CRM)

Hello,

Can you go into more detail about the challenges you are encountering when implementing your system ?

Based on your model, you can create the custom entity Program, and then connect it with Accounts, Leads, and enable Activites on it. From there you can show the related information on the Program form by using subgrids or quick views.

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