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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Linked estimates with contacts from contact record
How can we see all estimates and opportunities associated with a contact when looking at the contact record. I realize that estimates and opportunities are linked to the entity record (company) and not the contact. The difficulty comes when we have many (100's) of contacts in a company and want to parse who is associated with what estimate/ opportunity without looking at a report or saved search. Looking at other CRM systems, this functionality is standard.
Thanks-Rob
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