Thanks @LaurenRyan . This is where we started, however the companies and contacts are also worked by internal resources who are selling other servic...read more
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
Actually, @JenWeiss , this is for a client. Looking at your first bullet, I'm curious if Operations Hub Enterprise will allow us to sync product/qu...read more
Question for anyone on this feature: Is there a way to sync the line items of a deal (i.e. from quotes) to NetSuite via Operations Hub Pro? Really ne...read more
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more