projects

rachelkm22New Member

I am trying to figure out the best way to track all of our projects (we can think of them as opportunities if this makes sense). I want to be able to track several projects which are related to multiple individuals or companies. For Example

Project 1 - Related Entries/Contacts John Smith, Joe Brown, Bob Bookman

Project 2 - Related Entries/Contacts Julie Harris, Bob Bookman.

I think I know how to do the above, but I don't want, when I go to Project 2 - Bob Bookman to see notes and activities from Bob Bookman regarding Project 1.

Any ideas on the best strategy to use here?

Thanks

2/3/0310:30 PM

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