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Dear Experts,I need to understand how can we build the following functionality in CRM system. A sales professional while working with customer , need the ability to browser a product catalog and select some product and add them to Quotation or Sales ...
Hi All,As per my understanding, we should be able to update a LEAD Transcation when we load a ELM. Example:We load a ELM and create a BP and Lead Transcationthen we made few changes to lead ( Forexample: Priority, Group) and updated the list and adde...
How to popluate MD in CTI field ? Forexample - How can we use BP ID or BP name in search query for CAD object ? and How this data polpuates the fields of CTI Toolbar ? or how these info is transfered ?
In a complete Life cycle project, while implementing aINBOUND TELESALES CIC, what is the ideal team size. for example who i s responsible for1. CTI integration & Data mapping ( is it tech consultant)2. CRM configuration ( This is crm consulta...
What exact data transfer from CRM to R3, on completion of a sales Order. I am new in the field, need some good example?