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Linked estimates with contacts from contact record

edited Dec 9, 2019 12:43PM in Ask A Guru 3 comments

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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