N
noob
i am not sure if i am doing this right i am trying to use accoutn history to
link my projects data to account manager. for each project i have contract
document, report document, invoice, ... link thoes documents through account
history
now if i have multi projects for single account how do i manage thoes document
do i need to create new account for each project.
second question, how can i have a business contact shared between 2 accounts
thanks you
link my projects data to account manager. for each project i have contract
document, report document, invoice, ... link thoes documents through account
history
now if i have multi projects for single account how do i manage thoes document
do i need to create new account for each project.
second question, how can i have a business contact shared between 2 accounts
thanks you