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Ryan Maloney 3rd party work
Hi,
We have agreements with organisations (accounts) and we have 3rd parties do the work for us.
We would like to move to a hierarchy where we can record partner activity against both opportunity and account records. However, we want to maintain the link between the contracting party and the agreement record (contract).
I was wondering if anyone had a simmilar issue or has an idea?
Thnaks
We have agreements with organisations (accounts) and we have 3rd parties do the work for us.
We would like to move to a hierarchy where we can record partner activity against both opportunity and account records. However, we want to maintain the link between the contracting party and the agreement record (contract).
I was wondering if anyone had a simmilar issue or has an idea?
Thnaks