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customer’s information

edited Apr 17, 2024 11:10PM in Sales 3 comments

Summary

Customer’s information from the form to set up the relevant party & account in the ERP . The customer does not have an account in the CRM.Now user wants to create a quote for the customer in the CRM, however, he cannot find the account name in CRM Accounts even though it’s set up in the ERP.

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Version (include the version you are using, if applicable):

2A

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Any help on this much appreciated.... Thank you

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