Skip to Main Content
Product Suggestions
Created by Guest
Created on Jan 5, 2018

Ability to manage the communication and reporting involved in having 1 lead that is for multiple contractors/customers (Sales project management?)

We have a number of customers who are currently looking at 365 who would benefit from an improved way of managing Sales where there is just one opportunity but with multiple potential customers e.g. Grestec getting 10 contractors asking for tile quotes when only one of them will get the work. 

This needs to take into account reporting of these opportunities, management of the communication of these and also easy visibility within the CRM to see everyone involved. 

  • Attach files