We have Proffesional version.
Our organisation has a lot of project sales (sales to construction sites). We would like to track the whole project cycle through opportunities.
But we faced a problem...
In our case many accounts are involved in projects (opportunities)
- Arhitect
-HVAC Decsigner
-Installer
-supplaer and so on...
now we can link a opportunity only to one account "supplaer" - our buyer. But we have to contact them all and we wanna see on account page in which opportunities each of them (accounts) took part and make reports in how many opportunities it was involved ....
Any ideas how to do that ? The problem should be quite common .....
Sorry the whole part is missing :0)
Our wishes :
1) to link an opportunity to one "main" account (for reporting purpose). As it is in standard setup
2) to see all "Involved" accounts on Opportunities page and their roles in this Opportunity (don't mix it with role to "Main" account like a partner role in standard setup).
3) to have direct link to any account we see on Opportunity page.
4) to see this opportunity when we are on a page of any of those accounts
5) to be able to make reports what accounts took part in which Opportunities and in how many Opportunities was Involved the particular account and its role in each Opportunity.
somethin like this.....
