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Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task?


Level 2
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Level 10

Hi Amy, how about setting the project as the company and the task as the contact?


Level 2

Hi! We actually have several "leads" in one project...not enough activity at the lead level to warrant it's own project.