I am confused on how to import (or even input in general) purchases made by a contact or account.
For instance, a contact might purchase a product (a book, for example), register for an event (which we have typically listed as a "product" in past CRMs, or purchased another service.
I am unable to determine where this should be input. Sales Order or Invoice seem to be the most logical, but they fail to detail out which product was purchased and when.
These are the results I am looking for:
- When a sales person goes into an account, they can see quickly which products/services the account has purchased. This will allow them to intelligently communicate with the account. The sales person shouldn't have to dig through"Invoices" or "Sales Orders" to see which products have been purchased by each account & when.
- This will allow us to pull reports based on purchase history. For instance, I want to pull a report of every account who purchased XYZ product within the last 3 years.
Simply adding a product to the account doesn't seem to make sense because that doesn't allow me to see when the account purchased the product.
What is the best way to handle this?