We currently use ACT! as our CRM solution, but are migrating to Dynamics. In our existing DB we have fields for Pain and Obstacles, which are associated with contacts. Can anyone tell me if there are existing fields associated with contacts that track this
data?
If not what is the best way to add the needed fields. We would need to track pain and obstacles for leads and retain that information if they become a contact.
Thanks in advance for your reply.
Grlynn