CRM On Demand - Administration (MOSC)

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Link same record type records?

edited May 19, 2017 5:03AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

Hello -

What would be the best way to "link" same record type records?. We need to be able to link opportunities. Sometimes our sales force work on opportunities that need to be tracked separately (sales stage, revenue and other data is different) but they are related to one "effort". We can have an account with 10 open opportunities and maybe three of them are related to one same effort. We want to be able to do something to allow account managers to know there are other opportunities related to a specific one.

Is there a way to have some sort of field that would allow the users to pick an opportunity record from another opportunity record?.

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