Integrarte CRM & Books/Invoices at Quote/SO level rather than potential
Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.
37
votes
JJ Smal
shared this idea
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Alexandra Ross commented
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Dave
commented
I don't understand why in the world the Potential information would be synced and not the quotation information??