06-06-2019 02:26 PM
Running a forecast. I have several opportunities that include as "contacts" representatives from both the end customer, and also the system integrator doing the work.
The end customer is buying from me, however when I run the List View in opportunities the SI is listed as the "Company". This will easily confuse my management.
What Act field is populating the Company name in the List View of opportunities?
How do I ensure the end user is listed as the Company field and not the SI?
Right now I am exporting to Excel and manually correcting it, but this is not reliable.
06-10-2019 11:49 AM
06-13-2019 07:30 AM
There are two companies associated with the opportunity.
The SI appears as the "Company" in the opp list view, but the SI is not placing the order with me. How do I make Act realize which of the two companies assigned to the opp is listed as the "Company" that is placing the order?
06-13-2019 10:25 AM
06-13-2019 10:32 AM
06-13-2019 03:27 PM
06-14-2019 02:33 PM
According to my tests, it is the company of the first contact in alphabetical order of Last Name.