markgoodsonmarkgoodson

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    1. Intergrate MailChimp into my client data

      28 votes
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        2 comments  ·  Tactile CRM  ·  Admin →
        markgoodsonmarkgoodson gave this 2 votes  · 

      • attach multiple contacts against an opportunity or activity

        56 votes
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          3 comments  ·  Tactile CRM  ·  Admin →
          markgoodsonmarkgoodson commented  · 

          I've also just emailed "support" about this. I tried to associate multiple contacts with an opportunity and couldn't find a way. You can imagine that if I'm a sales person I may want to associate an apps engineer, an internal sales person, a couple of contacts at the customer and my distributor with a particular opportunity.
          The only way I can think to do it at present is set up a tag... which is clumsy.
          --
          Cheers
          Mark

          markgoodsonmarkgoodson gave this 3 votes  · 
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