Versions Compared
compared with
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overview
Excerpt |
---|
Here you are able Komet Sales allows users to enable the option to enter a CRM link of each customer and get more information when creating the ordersmanage the specific CRM link for easy access to CRM information directly from the Komet Sales Customer account or during the invoice order creation process. |
To enable this option, follow the next steps:
- Go to Setup > Settings > Find Customer and click on CRM Link option.
- Enter the information requested about the CRM such as name, description (If needed) the Name and Default URL. Click on enable checkbox and finally Save.
- Once you have this setting enable enabled go to Customer "Advance" Setup to continue with the process of adding the CRM link to each customer.
Relevant Articles
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|