nancywelcms
New member
Not sure how to title this but here is my issue.
Can anyone think of a solution for this? So it's both clear what products are being demoed? And also so we can eaisly run reports to see which products had demos?
Thanks for any help.
- A sales rep creates an opportunity.
- They add 5 products to the opportunity.
- They create a 'Demo' (Custom object).
- Account support pick up the demo records and create demo accounts for each product.
Can anyone think of a solution for this? So it's both clear what products are being demoed? And also so we can eaisly run reports to see which products had demos?
Thanks for any help.
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