I have added two prospects into the pipeline, they are both from the same organization. how do i convert them into an organization instead of independent lines?
I have two named prospects in my pipeline (Josh and Scott), they are both from the same organization.
I created the organization, and I linked them, but all three are still appearing in teh funnel as three separate entities: the two individuals and the organization.
How do I get them to appear as just the organization?
I created the organization, and I linked them, but all three are still appearing in teh funnel as three separate entities: the two individuals and the organization.
How do I get them to appear as just the organization?
