Matt Holmes Posted February 24, 2022 Share Posted February 24, 2022 "I had entered all the Contracts for our clients for Managed and Recurring Charges. However, I’m disappointed that the engineers/help desk have to go to the Finance tab to see it. Why can’t they see the contracts in the CRM Accounts view? Why can’t a list of the contracts for a client show up like the Opportunities do?" Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now