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Does anyone know if its possible to use the built-in quote function that CRM has when you are also integrated to an ERP?
I have a client that wants to be able to input 'Sample Requests' for products, they really aren't orders or quotes, so they don…
Hi All,
Hopefully this will be a quick answer - I have a CRM setup that is integrated to Sage 200. I have an external DB & table connected up in CRM, the connection is working OK as when I add a list of the data into a MYCRM tab the data displays OK…