How can I separate (tag?) Subcontracter contacts from Client/Customer Company listings?SOLVE
Feb 12, 2020 11:50 PM
Hello. We run a marketing agency and we use lots of subcontractors. We need to keep records for all our indie / subbies, often self-employed people without a Ltd company, we also need to keep contacts for our customers and prospects - more of a sales CRM.
How can we effectively set this up?
Solved! Go to Solution.
Feb 13, 2020 9:23 AM