Outlook customer manager partner/end customer

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Occasional Visitor

I am trying out customer manager but encounter a major issue when selling through partners.

For example contact A is as sales person at distributor B.

This sales person is managing key end customers XYZ.

I can link Sales person   A to Distributor  B but it seems I can not differentiate further.

For my business I need to Link A,B and Z for instance.

 

Any ideas how to cope with this are welcome.

 

 

1 Reply
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Hi karlg,

 

Here we mainly focus on the Outlook Customer Manager (OCM) related issue. But I can't get any information from your description about OCM here. So would you please clarify it with more details (ie, the related screenshots) if you run into the problem regarding to OCM?

 

Regards,

Alan