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Opportunity Contact CRM 3.0
In CRM 3.0 we cannot map contacts for the Opportunity as the other contacts
feature available with 1.2 is not visible in 3.0. Does any one have a work around for this(I have not yet explored the option of creating a custom entity). The scene- An Opportuniy has a number of contacts assosciated.One would be the decission maker and the rest would be either negotiators or evaluaters etc. How do you propose to set a relation so that reports can be extracted. Regards SAM |
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Re: Opportunity Contact CRM 3.0
SAM,
While the Other Contacts tab is gone, in its place is the new Relationships tab. Using this tab, you can not only identify the decision maker, negotiators, etc., (any other contacts) but you can also specify the role they play in this opportunity (which wasn't possible in 1.2), and you can also add some notes in the description field (also new). The final improvement: you can link other Accounts in, to for example, identify any 3rd party companies like Resellers. HTH, Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. http://www.vscrm.com 971-327-6944 For a free, fully functional demo version of VAST, the Microsoft CRM auditing solution, please visit http://www.vscrm.com/vast_download_page.php |
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