Logging expenses against a Sales Lead in CRM
Hi,
Is there a way to log expenses for a Sales Lead in CRM? Quite often somebody from the team is supporting the Sales Person in doing a demonstration etc and will incur expenses for this work. We want to be able to allow the user to connect the expense to the Deal at any point of the sales cycle i.e. before the sale has been won and converted to a project.
Thanks,
Atif
Writer
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Is there a way to log expenses for a Sales Lead in CRM? Quite often somebody from the team is supporting the Sales Person in doing a demonstration etc and will incur expenses for this work. We want to be able to allow the user to connect the expense to the Deal at any point of the sales cycle i.e. before the sale has been won and converted to a project.
Thanks,
Atif
Topic Participants
Atif Ishaq
Nihad Hazeeb
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