C
caylali
Guest
Hi Team, I have a basic CRM scenario that I haven't figured out how to build their relationships with Rollbase yet. 1> We have 4 objects. "Lead" "Contact" "Reseller" and "Merchant". 2> When we create a "Lead", it will trigger to create a contact record as well. so "contact" and "Lead" is 1:1 relationship. 3> When we won a "Lead", it will be converted to either "Reseller" or "Merchant". Actually, Lead = Merchant + Reseller. so both Merchant and Reseller have 1:1 relationships with Lead. 4> However, Merchant and Reseller can have M:1 relationships with Contact. Question:when I create a contact, I would like to have one field and only one field for me to look up which company it is associated with, this company could be a record in Lead or Merchant or Reseller, can I have a lookup linked to these 3 objects? I don't want to have another object called company to duplicate the data that we have already had. Thanks.
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