06-05-2012 12:01 PM
I have 5,000 companies.
These companies are customers of about 30 other companies I have.
And in some cases, some of the 5,000 companies can technically be customers of more than 1 of the 30 other companies.
I have a fieldon each of the 5,000 companies that does identify their relationship to the other 30 companies. However, it is not dynamic and I wonder to how to create easy views for the sales team.
For instance: Look up all comapnies (of the 5,000) that are customers of 1 of the 30.
Any input would be appreciated.
01-10-2013 09:07 PM
I have a similar issue where I just want to be able to easily assign companies to groups to manage sales areas. grouping contacts allows this easily but if there is no contact for a company the company is effectively an orphan in this system.
I must not understand how to use act properly as I dont get why companies cannot be grouped. most companies I have worked manage their customers by company not individual especially where there are more than one contact which is usually the case. I just dont get why this is missing from act as it seems so elimentary.
please let me know if you found a way to sor this out?
01-11-2013 04:06 AM
We ended up adding a field called Company Type and assigned each company to a type.
We tought the sales staff to then query on Company Type to see "their companies".
Hope this helps.
01-11-2013 07:43 PM