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B2B and B2C - how?

Question asked by Philippa Grover on Oct 18, 2017
Latest reply on Oct 27, 2017 by Andres Diaz

Hi everyone,

 

I have a customer whose business is both B2B and B2C. Whilst I would be confident with implementing Sugar in either a B2B or B2C environment, I am not entirely sure the best way to configure it to cover both instances. Will I have to create one dummy Account record, and assign all the B2C Contacts to this record?

 

Has anyone had any experience of this kind of set up? What would be the recommended path?

 

They are using Pro v7.9.2.

 

Thanks!

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