Originally we used the CRM to quote customers however we don't use the 'default purchase price' in Unleashed as our customers have different pricing tiers - it would be good if the pricing tier allocated to the customer pulled through when quoting...
Recognition by Unleashed that a company already exists in the CRM when it (Unleashed) makes a new customer
Our CRM contains the details of many Prospects who we do a lot of development work with. When such a Prospect becomes a customer and is processed through Unleashed, Unleashed automatically duplicates the Prospect as a New Customer in the CRM. So w...
Guest
almost 2 years ago
in Unleashed
1
Already exists
Import product images from unleashed as the API allows us to. This will allow customers to pull through these to quotes and the website and will also make searching fro products easier.
Guest
about 5 years ago
in Unleashed
1
Already exists
3
Already exists
1
Already exists
