Hi I sell a lot through partners and would like to have the same contact person both be on the Partn

Dorte Møller
Dorte Møller Member Posts: 1
edited July 2022 in Sales CRM #1
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
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  • Andre Vill
    Andre Vill Member Posts: 136
    Third Anniversary 100 Comments Name Dropper 5 Likes
    edited July 2022 #2

    Hi Dorte!

    You probably got an answer for this, but I will just reply in case somebody will need help with this in the future.

    If you scroll below there are "Participants" where you can add people from different companies to this deal.

    But creating a custom field for this also works. Depends on how clean look you are going for.

    Sadly adding the person to 2 different companies is still not possible.

    image

    Best regards,

    Andre

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