Related Companies – including them in an opportunity

If you have an opportunity to log for one of your End Users with a CM/CEM/OEM here’s how you can track that.  Put the End User in as Customer. Tie the OEMs/CMs/CEMs to the opportunity using the “related” button across the tops. If relationships already exist they will auto-populate. 

You can add a new relationship by clicking new.

In the new pop-up window, select a company from the list. Then select what type of relationship purpose it is. 

If any of these categories need to be edited, you could change them under OppLoop > Subtables > Related Account Category.

Finally, select who the purchaser/specifier is.

Now, Repfabric has memorized this relationship. It can be found under any company record and anytime a new opportunity is created with a combination of the companies again. In addition, with each commissions import, Repfabric builds the table that tracks these relationships as well.