My company sells 2 drastically different items that require different fields but we would like to market them both to all of our Contacts.

 

I am looking to add an additional page very similar to my current Opportunities page into my Professional version.  I need it to be able to link to my Contacts and Accounts so that a certain client can have both types of purchases associated with their Contact and Account: Investments(Current Opportunities Page) and Unit Sales(New Opportunities Page?).

 

Has anyone ever duplicated/created a page?

Would this be a Custom Application/Tab/Object?

Can I upgrade to another version to get this function?

Would I be better off having a professional come into our location to create this?

 

Any help is much appreciated. Thank you!

 

Pam Hale

pam.hale@SCI.ca