Ideas for Acumatica

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Integration between CRM opportunities and Purchase Requisitions

Our clients receive a request for a service or a product. They use the requisition form to create bidding request and then to create the sales order with the required markup. It would be very useful if the opportunity in CRM, where the customer request is recorded first, can be linked to the requistion with some passing of data as with the sales quote.

  • James Morgan
  • Mar 27 2020
CRM
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