Business works BTB & BTC
I have a financial planning firm that works BOTH business-to-business and business-to-consumer. For instance, we help businesses establish pension plans, key person insurance arrangements and the like. We also work with individuals with their retirement plans, investments, etc.
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Within Zoho, I am under the impression that the system can be structured as Either BTB or BTC. What I want to know is (1) can it do both?, and if so (2) how?
Thanks,
Bruce
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