Multiple deals within an organisation

Metex
Metex Member Posts: 1 VERIFIED MEMBER
edited July 24 in Sales CRM #1

What is the best work around if you have multiple category's and POC within 1 Organisation?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @Metex I would suggest making use of something like single or multiple-option custom fields for multiple POC, or even labels for multiple categories. It depends on what you are looking to achieve, but those are the best ways to get started if you haven't tried them already.

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