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Sage CRM
WORKFLOW
crm
Communications
Workflow for Quotation/Orders
Integrating Quotes into the Workflow process.
ACISTL
Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…
over 11 years ago
Sage CRM
General Discussion