In CRM when I do a relationship (Say the relationship between one of my customers and their IT Hardware/Service provier or Accounting Firm) I have to either set the relationship to the person or the company but they don't roll up. It would be much better to see all the relationships that a specific accounting firm has with all my customers as well as who the specific accountant is at that firm who deals with each individual company and person in my customer list.
by: Will B. | over a year ago | Customer Mgment (CRM)
Comments
Can't you use the relationship function in CRM for this?