In some sales processes, there are more companies involved than just you and the buyer. A common example is a media agency of the customer. Here's how it works.
How to activate
- Select the add-on Sales Process
- Go to Settings → CRM → Fields → Orders & Opportunities:
- Activate third-party agency field:
- Tip! Rename the field to fit your use case, for example; "Media agency" or "Invoice company".
Related companies now show when you click the Relations tab: