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Organizations, Online Invoicing & Contracts SD562++

Set up organization in our website so that we can sync them to the existing organizations in SF. This will allow us to connect contacts, activities & courses (Mountain Workshops), events (Program Center Clients) and lodge stays (Outdoor Center Groups & Clients) to them for better tracking. We'll be able to add invoices that the organization contact can pay online, taking advantage of our existing online payment process and Salesforce reporting.

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AdminJeff Bowman (IT Manager, The Mountaineers) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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