- A large number of small enhancements were made to iBE’s CRM module including contacts and opportunities. These enhancements include improvements in how a default owner is assigned, the selection of contacts to include in an opportunity, creation of new contacts on the fly from within an opportunity, defaulting the company or customer from a contact selected on an opportunity, as well as checking that selected contacts are for the same customer as the primary contact, and assigning of sales activities to the opportunity based on workflow stage
- You can now assign a contact to more than one customer, for example in case the same person works at two subsidiaries or offices of the same customer enterprise. Each contact still has a single primary customer, which is the company which the contact is primary contact for or was assigned to first