Multiple Insurance Policy Numbers for Same Customer?

Elena Ibarra - DIM ASESORES
Elena Ibarra - DIM ASESORES Member Posts: 2 VERIFIED MEMBER
First Comment
in Sales CRM #1

Is there a way to have Multiple Insurance Policy Numbers for Same Customer and not opening many deals?

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 218 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #2

    Will custom fields not work?

  • Elena Ibarra - DIM ASESORES
    Elena Ibarra - DIM ASESORES Member Posts: 2 VERIFIED MEMBER
    First Comment
    #3

    It doesnt recognize the field of policy number #.

    As an example, its like, Walmart has 5 insurance policies in my DB and i just want to see the 5 in one company and in one Deal, not 5 deals

  • Josh Buesking
    Josh Buesking Member Posts: 218 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #4

    Only way I can think would be to create 5 custom fields.

Categories