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.
Last edited: