Overview
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Komet Sales allows Companies to enable the option to manage the customer 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 > Customers and click on CRM Options.
A pop up will appear called "CRM Options". Click on enable Check off the Enable checkbox. Then, enter the information requested: CRM Name.and finally , and finally click on Save.
- Once you have this setting enabled, go to Customer "Advance" Setup to continue with the process of adding the CRM link to each customer.
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