When using your sales template, is it possible to add another object class “internal clients”?
If we are for example doing sales task for
- 3 different (intenal) clients: A,B and C
- and assuming we have a number of 4 leads:
and the situation would be:
- Leads 1 is relevant for client A,B
- Lead 2 is relevant for client B,C
- Lead 3 is relevant for client C only
- Lead 4 is not relevant for any of the 3 clients
How could we model this in the sales template?