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Topics#Sales And MarketingDomanda di Karen Brown
Karen Brown (Fastmarkets) ha fatto una domanda in #Sales And Marketing
5 dic 2016, 20:11

How do i select which account relationship to apply to opportunity contact roles?

HELP!!!!!! i am not sure if i am just not doing it right but.... We have enabled account relationships so we can add a single contact to multiple accounts, exactly what we need to avoid duplicates.   When we now add an opportunity contact role i cannot seem to select which of the accounts the contact has a relationship with should be associated with the opportunity it seems to just default to the 'direct' account relationship.  

 

Problem for us is we use contacts to add directors to companies and some contacts can be a director of multiple accounts and therefore we have no concept of 'direct' relationship they are all equal.    To extend this further we also need to record their telephone and email which are different per account...

 

ANY Suggestions?
1 risposta
  1. Jeff May
    5 dic 2016, 20:29
    Since the single Contact record represents the person, and since an Opp has a single Account it is related to, you should choose the Contact Role that the person is playing on that Opportunity -- it doesn't matter which Accounts the person is related to.
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