Is there a way to add/link specific Contacts to specific Potentials? I can utilize the contacts feature in Accounts, but is there a way to link those and add to on specific potentials?
I work with home builders, architects...etc. They are my Accounts, but when there is a potential, we may get introduced to a homeowner and we want to track their contact info in relation to that potential.
I hope I haven't confused you too much.
Thanks for your help.
Craig