The Social CRM has been revamped to give you a more comprehensive visibility of your organization's social handles and customer interactions. In this transition guide we have highlighted all the changes to make it easier for you to understand. Brand ...
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
Yes, you can define when a transition should trigger from the following actions: Trigger Description Submission of a webform A transition will be triggered when a record enters CRM through a webform. This trigger is only available at the beginning ...
A transition creates a link between two states. It lets you define the condition when a record can move from one state to another. For example, a customer record can move from "order placed" to "order confirmed" only if the "product is marked as ...
What is CommandCenter? CommandCenter allows you to build online replicas of your business processes using multiple modules. It is ideal for organizations that have several departments, services, or third-party applications participating in the ...