Hi all,
The company I work for is looking to utilize Sage CRM for tracking sale referrals. They way they want to do this is for the referral to be first inputted as an opportunity against the refferer and then transfer the opportunity to the person/company entity that will be making a purchase.
To see if this is doable, I created an opportunity in Test Company 1 and then transferred it to Test Company 2. The opportunity ID has stayed the same and I can see two separate OppoProgressID but I can only see Test Company 2 on the opportunity and no mention of Test Company 1. Is there an in-built method to track referrals such as these within CRM? I'm sure there must be a way to do this intelligently (and reportable) so if the solution is something to buy, that's ok too.
Thank you in advance for any advice!
Paul