Income assignment may loop Reporting - CLR - closed and Contacts associated with the campaigns be changed?

We are the E10 Team Edition and moving the company next month.  Will I be able to change in the settings of opportunity related Contacts to the campaigns and the allocation of revenue in Enterprise Edition?  Or is there another method to change these settings?  We also install rpm soon.  Will this affect my ability to configure these settings for the reports of closed loop?

Hi Brian,.

You can change these settings right now if you want.  Go in the countryside and in the menu of the gear in the top right, choose parameters of opportunity.  A modal window opens, and you can change the way you use contacts related to opportunities, as well as the custom naming scheme you use.  And when you decide to come on the version beta income Suite, these settings don't need to change.  No, unless you want to change your business processes with respect to integrated sales and marketing niche when you implement RS.

Ann

Tags: Marketers

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