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Sub leads/Sub prospects via Customer Master Service Agreement

in Ask A Guru 6 comments

Hello there, looking for some general advice, we've recently signed a Master Service Agreement with an established customer, just wondered what best practice would be in terms of Finance etc when setting any potential clients up that arise from it. I'm minded to set these up as Sub-leads of our existing client and go through Opp creation to Sub-Prospect to Sub-Customer from there. Most of the financial transactions that arise from the MSA will be via the existing customer but potentially not all of them. Would appreciate any advice on whether this will cause issues in those instances, or any

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