Organizations

Brad Krause_13404
Brad Krause_13404 Posts: 518
edited May 29 in Sales CRM #1

Sometimes you just have to realize that the best answer is often the simplest and over complicating things can just make it more messy. 

We were kind struggling with how to organize our database from a person and organization standpoint in certain instances.

Organization : property management company

Person: property manager

Deal: property service sold - custom deal details fields: site name, site address.

Then we have the situation with board member at the property but not associated with the property management company that we do not want as contacts associated with the property management company. 

 

Solution:

Separate organization: 'Property Name Board' 

People: property related board members. 

All deals are  associated with the property management company.