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Sagacious ones,
Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
Hi,
I've been tasked by my manager to see if it is possible to pull information from a quote into an opportunity.
At the moment within our test system, I managed to get an advanced search select to look at the quotes that were created from a opportunity…
