I’m trying to create a one to many relationship in a lead. So one lead is interested in multiple products. Is there a way to customize a Lead form to accommodate this? A desired result would be a list of Items attached to every lead.
Thanks in advance! Adam
From the Lead, you should be able to use the Make button and create an Opportunity for the Lead.
That way you can have multiple opportunities for the same lead. Or Multiple Quotations.
Does that help and address your question?
Thanks
Jay
Yes it does! Thanks JayRam. Somehow I misunderstood the crm logic here.