CURRENTLY, when entering a quote for a prospect from the CRM into the ERP you cannot email that PROSPECT a Quote (prospect quote) from the ERP. (Like you do for a Standard Sales Order Quote or Order). You have to convert all "prospects" to a customer in the ERP and CRM before you can email them a "quote. (standard quote)"
This is not a work-a-round for any Sage 100 user who is pushing dozens or hundreds of quotes per day and does not want to keep all the prospects tracking through the ERP as a customer, temp customer or purge every few days, weeks or months. This wastes time
SOLUTION:
Allow the the ERP to manage and email prospect quotes exactly the same way as it handles Sales Order Quotes or Orders without having to convert EACH prospect to a customer in the ERP. Allow HISTORY in ERP and CRM to track this "prospect quoting" activity like the standard ERP's capability to track "quotes and orders" for analytics.
by: ERP S. | over a year ago | Customer Mgment (CRM)
Comments
Also, prospect Quotes deleted in Sage do not get saved to History.
Sage write up-
CRM Deleted Prospect Quotes not in History -
says this has been determined to be an enhancement.
Defect ID: 107510
ID:84085