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Good Morning,

I was wondering if there is a plan to put Representatives on Projects or Support Agreements in IFS. This functionality is already available on Leads, Business Opportunities, Business Activities, and Customer Orders (back end). It seems like the only area that representatives has propogated to on the Back End of the Sales Cycle is Customer Orders. Is there a plan to integrate this functionalit into Projects and Support Agreements as well? This would be a help to leverage the same structure to assign Account Managers/account representatives and how they assign out to these various areas.

 

Thanks,

 

Carrie Tietjen

For Projects I would suggest looking into Sales Contract which is an alternative way to sell Projects if not using Customer Orders. 


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