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SPA-I-1359
SPA-I-1359

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1 VOTE

Status Shipped

Categories CRM App

Created by Guest

Created on Oct 22, 2020

RELATED IDEAS

Set Sales Account when creating new Unleashed customer accounts
Add Unleashed Customer Type to Sales Ledger Creation Window
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Import Sales Person from Unleashed to Account Manager
Import all contacts to Unleashed when creating customer account via CRM
Populate Payment Terms on Unleashed Customer Accounts
Import Sales Person from Unleashed Sales Orders to Sales Person in the CRM
Allow customers to set sales ledger when attempting to create one that already exists
B2C Contacts Created from Unleashed Import using the "sales channel"
Import Reminder from Customer endpoint

Set Unleashed Sales Person when Creating Sales Ledger via CRM

Unleashed customers would find it useful to set the Unleashed sales person when creating the customer account via the CRM.

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