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Link accounts?

Dec 07, 2016 at 08:04 PM

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In C4C, is there a (good) way to link accounts or create some sort of relationship between them, such that the account teams on either account are kept apprised of each other's activities leads/opportunities, etc?

My initial thought was that there is no direct link, maybe use tags, but that's not enough.

Was also thinking keeping them separate accounts but that each account member set themselves up to Follow the other account (but this would not keep them apprised of leads/opportunities coming out of the other account would it)?

Any suggestions welcomed.

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Hi,

Have you tried Account Hierarchy? If I remember rightly, you need to select a scoping question that you work with hierarchies.

Regards,

Jameel

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