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CRM Connections RRS feed

  • Question

  • Is there a way to connect and integrate multiple contacts to one opportunity? I've tried using the contacts subgrid and also adding new lookup field for second contact person, and the connectivity works, but the information (activities and posts) do not combine as they do for the initial contact. Also the subgrid for recent opportunities on the second contact page will not show the opportunity name?

    Anyone run into this or have any suggestions?

     

    Wednesday, January 15, 2014 5:40 PM