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Categories CRM App
Created by Guest
Created on Jul 29, 2019

RELATED IDEAS

Import Sales Group to Division Record from Unleashed

Unleashed has a field on a customer record called Sales Group & a customer would find it useful to have this imported to a division record & visa versa. 

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12 MERGED

Import category of customer within Unleashed to the CRM

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Unleashed have a category on a customer record which should be the customer type/industry. Some customers would like to see this imported into the CRM to either the Company Type & SIC Code. We would need to complete investigation of this categ...
Guest over 5 years ago in CRM App 0
0 MERGED

Import Sales Order Group to Division Record

Merged
A customer who uses Unleashed would like to import the sales order group (drop down field) from unleashed to division level as part of the standard imports. When creating the customer account in Unleashed from the Prospect CRM & the sales orde...
Guest over 5 years ago in CRM App 0