Automating Sales (Pt 1) with Opportunity Co-Owners

If your organisation works with other businesses in business development opportunities, you will enjoy the new addition to our process building functionalities:

Start your own Referrral Program

Sales mean commission, but how do you track referrals from outside the business?  With a Fortix Enterprise system, you are able to assign Multiple Owners to an opportunity.

What does this means for you? It means that you can track work when you assign a business development activity to:

  • A team of more than one user; or
  • One of your staff AND an affiliate business representative

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Imagine how easy it would be to track how much referrals another person or business have thrown your way! So, start pencilling out your referral program plans to get more leads.

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