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Hi Everyone,
Usually we get several opportunities out of a project lead. And for each opportunity different products from different brands are being pitched, so multiple sales reps are involved.
What we'd need is a project activities overview with all brands/products that are being pitched to each project stakeholder.
Is there a way to handle this?
Thanks!
I would customize that the related opportunities (other opportunities for same lead) are displayed as a subgrid on an opportunity form.
In work, a sales rep will check the subgrid and contact to other sales reps for combine or share the opportunities.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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