Hello,
My company operates in the construction industry and often associates more than one client for a single deal (i.e. General Contractor, Developer, and Architect....all associated and billed by my company for services).
I have seen similar questions from years past, but was wondering if there was a way to map multiple Accounts to a single deal so all communication and changes feed into the according timelines. I have added custom fields within Accounts named "Is General Contractor on:" & " Is Developer on:" that would relate to these companies when "Account Name" was already in associated. This would populate the Deal into the Account down at the bottom of the page as a 'Related Field', but I want it to map as if they were an associated account at the top of the page.
Is there any way to do this? We have changed a lot of our sales philosophy to account for limitations within Zoho. Being able to map all of these accounts to a single deal would be very helpful for us.
Would like to avoid paying for Zoho Creator if possible.
Thank you for any help,
Trevor