How to handle multiple Leads, Contacts and Accounts on one Enquiry

How to handle multiple Leads, Contacts and Accounts on one Enquiry

How do you add many contacts and accounts to one enquiry?  With the limits on look up fields in modules, it's difficult to manage customer relationships on a new business opportunities.   

Widgets are a great solution to handle any business process.  You can design an interface that is user friendly and supports a business process, pulling information from multiple modules and performing automations not supported by custom functions. 

Here is a quick video on how we handle Lead, Contact and Account Groups.  https://youtu.be/PfMV-QJHvdk

If you want to see the full demonstration video send us an enquiry or visit our website to see other releases we've created for SOS Consulting Clients. 




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