| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt |
|---|
In this article you will learn how to manage the customer-specific CRM link for easy access to CRM information directly from the Komet Sales Customer account or during the invoice |
creation process.
|
Table of Contents
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Step One: Enable CRM Options
To enable
CRM links,
do the
following steps:
Go
to Setup
and select Settings.
Click on CRM Options from the Customers group of settings.
Click on the Enable checkbox.
Enter
the CRM
| Note |
|---|
The Default URL is the main one used in case that no other link is configured in the customer's account Advance Setup. The Default URL is a required field. |
Relevant Articles
panelName.
Click on Save.
Once you enable this setting, the option to add a customer’s CRM will become available from the advanced customer setup. To learn more read the next step.
Step Two: Add a Customer’s CRM Link
Each customer can have a unique CRM link, and you need to add it from the customer's advanced setup.
To add a customer’s CRM link, do the following instructions:
Go to Setup and select Customers.
Search the customer.
Click on Edit from the Actions column.
Click on Advanced in the Setup tab in the Customer Information modal.
Enter the link in the Salesforce link field.
Click on Save.
| Filter by label (Content by label) | |||
|---|---|---|---|
|
|