I would like to link an action from one constituent to the opportunity on another record

We work with a business, ABC Company who also has a foundation - ABC Foundation. Our contacts are at the Company but the opportunity/proposal will be delivered to the Foundation. A meeting with Mary at the ABC Company cannot be linked to the opportunity in the Foundation record. This means we have to record actions in the Foundation record which is not accurate or we cannot appropriately track the actions associated with the opportunity.

  • Deb Dressely
  • Jul 22 2021
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