I have various contacts / types. Such as Medical Reps that may delivery to the same location (ORDERS). When I create an ORDER (Deal), I want to track the Order Originator and the delivery location. Is that possible, and if so how?
So i want to track the Contact that made the order, but also where it go delivered to. To be clear John Doe, Medical Rep had 4 orders this month to Dr. Rogers, and Mary Smith had 2 orders to Dr. Rogers.
I want to track how much John Doe purchased in June and what location(s) they were delivered. And how much Mary Smith purchased in June and what location(s) they were delivered.
Is that possible? I was thinking of adding a DELIVERY location board (for all locations) but then need to LINK the CONTACT to the order.
I’m not sure if that is the way I can do it, or if possible. And if possible, the best method of link the CONTACT, DELIVERY LOCATION, to the ORDER (DEAL).
Thanks