Legrand CRM and QuickBooks Desktop Enterprise I Integration Demo
Автор: Legrand CRM
Загружено: 2024-05-07
Просмотров: 1570
Описание:
https://www.legrandcrm.com/on-premise...
For an in-depth demo and training throughout your 30-day trial, please contact our North American solutions partner, 180 Degree Solutions at [email protected] or 877-449-8182.
0:00 Introduction
0:11 Two-way Data Synchronization between Legrand CRM and QuickBooks
0:33 Get Real-time Sales and Outstanding Balances from QuickBooks
0:50 Search for Customers Based on Sales or Outstanding Balances
1:03 View Sales Invoices and Product Sales by Customer
1:18 Multiple Sales Pipelines with Customizable Stages
2:28 Creating Sales Quotes
3:33 Creating a New Customer in QuickBooks from Legrand CRM
3:48 Converting Legrand CRM Sales Quotes into QuickBooks Sales Orders
4:06 Summary
#LegrandCRM #Sales #CRM #QuickBooksIntegration
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