Contact and company organisation
10-09-2017 04:22 - last edited on 10-09-2017 06:36 by roisinkirby
We have a question. Would be great if you could help us
In the case that one company has many deals (i.e. different departments per institution), how can we organize the contacts to the companies without associating them to every deal?
Right now, the email exchange with 1 contact associated with deal 1 is also appearing in deal 2 because they’re all associated under one company. Is there any way do assure that this contact log will only appear in the deal 1 without removing the CONTACT association with the COMPANY?
Thank for your time!!