Join Two records up
£75.00
You can manage relationships between areas of your business by linking CRM records together. This can be used to simplify management where two parts of the process are joined. A standard example could be that you want to raise new enquiries (leads) for Contacts. In this situation, a Contact may create more than one lead and you want to see a list of leads in the contact record. We can configure this sort of relationship for you.
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We will send you a questionnaire to confirm which records you want to join up and the real-world relationship between them. This charge includes the creation of up to 3 relationships