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Available from version 12.

The functionality allows to identify the relationship between registers made to CRM, such as suspect, prospect, client, contacts, competition, suppliers, partners, opportunities, proposals, sales orders, invoices, products, price tables, sales process, sales representatives, business unit, sales team, campaigns and events.

The connection centralizes information on the relationship between an entity and other and facilitates queries. Through this functionality, it is possible, for example, to attach information from a client to other, entering the connection function, for example: partner, shareholder, influencer, etc.

If a function is not found that fits to its needs, it is possible to register other connection roles and relate them to corresponding roles, i.e., connect the role Uncle/Aunt to the corresponding role Nephew/Niece.

When register connections it is possible to define start and end connection dates.

Procedures

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