Enhancing Sage 300 to Sage CRM Quoting with Quick Line Entry Screens скачать в хорошем качестве

Enhancing Sage 300 to Sage CRM Quoting with Quick Line Entry Screens

In this video, Dan from My CRM Manager demonstrates how we enhance the native Sage 300-Sage CRM integration using our Quick Line Entry screens. This upgrade allows users to: ✔️ Build and edit quotes directly within Sage CRM ✔️ Filter products and configure line item layouts ✔️ Retain quote documents inside CRM for tracking and reporting ✔️ Customize the quoting interface based on your workflow If you're looking to turn Sage CRM into a flexible, user-friendly order processing and quoting system that feeds Sage 300, this video shows you how. ------------ My CRM Manager https://mycrmmanager.com/ We focus strictly on supporting Sage CRM and Salesforce projects throughout North America that integrate with Sage accounting systems. Sage CRM Overview - https://mycrmmanager.com/sage-crm-ove... Sage CRM Pricing Calculator - https://mycrmmanager.com/services/sag... Blog - https://mycrmmanager.com/posts/ Schedule a Call - https://calendly.com/dan-cousins/sage... LinkedIn -   / mycrmmanager   #MyCRMManager #SageCRM #CRMSolutions #CRMSoftware #Salesforce #GUMU #Greytrix #SageERP #sage100 #SageIntacct #Sage300 #SageX3