Some times a get leads coming in and work that we refert to an outside subcontructor for then to do the jobs.
went the lead comes in i still log in in the CRM for marketing. How can i Email that lead or My customer info to our subscontractor with out having to set them up as user. I was thinking to do it as a work order, but they have to be user . And this is just a referal. I still like to keep track of how many referal each subcontractor gets from us every year.