Fellow Infusionsoft commune,
What are the steps involved in attaching an opportunity to a company?
Any help is much appreciated!
Thanks,
- Zach
Fellow Infusionsoft commune,
What are the steps involved in attaching an opportunity to a company?
Any help is much appreciated!
Thanks,
A Company record just houses contact records. This means that you unfortunately can’t invoice a company, attach an opportunity to a company, etc… You can only do this with contact records.
Thanks for clarifying! Infusionsoft should seriously consider adding this ability, it would make life much easier.
No one here would disagree with you. B2B improvement is on the menu for the latest version of Infusionsoft…not sure if that will trickle down to classic though.