In my business, we tend to be engaged by clients for multiple projects at once. Some are concurrent, some are sequential (one after another). What are some best practices to set up those deals in AC?
Similarly, when a client engages us for certain types of services, we know that in a couple of months we’ll want to recommend other services. What are some ways that can be designed or automated, or is this starting to push beyond the simplistic intent of the CRM?