
8 respostas
It's a simple question that opens up others. Does your business sell B2B or B2C? Is this going to be a standard process or just a one-off?
I ask because when you make Contacts that don't have Accounts, they become privtae and thus only th owner can see them (which causes repoting/process problems). If you sell B2C and want for all/most Contacts to be associated by themselves without an Account, there are apps that can do that for you. Thanks