Linking opportunities to multiple accounts

T

todd913

I would like to be able to link an opportunity to more than 1 account at a
time and track the results. For instance, I want to sell coffee to more than
one of my accounts due to a sales spiff or incentive. I would like to be
able to create an opportunity including the item or items that are being
promoted and then attach that opportunty to all the accounts in my territory
that would qualify. From there I would like to be able to print a page to
insert into my Daytimer so that I can use it as a tickler and to transfer the
info back into my PC when I return home and reveiw my days results. Thanks
 
S

SSinha

Hi,
Business Contact Manager does not support association of an opportunity to
multiple accounts. You will need to create separate opportunities for each
account.
Regards.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top