Hi everybody
I'm looking for a solution which could really help me to reach a better job management.
Actually I'm working in sales teams of two different companies, so I absolutely need to divide my reports, daily and periodic activities that belong to each sales project.
Obviously I need to do that across the entire sale process, so I can imagine a solution in order to create a new field named "Mandant Company" or something similar in "Accounts" module in which I could write the mandant name as a unambiguous record; in this way I could add a parameter in "Offers", "Activities", "Reports" and "Potentials" modules to create filtered lists for the two projects.
I tried to join a solution by myself but i didn't reach the point by now and actually I'm not sure if I'm asking for a Custom function or simply for a standard one that I'm not able to detect in the CRM environment....can you help me?
Thanks a lot