MYOB Acumatica CRM - From Lead to Project Quote
Автор: Verde | MYOB Acumatica & Oracle NetSuite Partner
Загружено: 2023-09-28
Просмотров: 574
Описание:
MYOB Advanced is now MYOB Acumatica
In this video we embark on a journey through the capabilities of MYOB Acumatica CRM.
We demonstrate how we can transform a lead, starting from its origins in Outlook, and navigate it through a well-defined process flow. Eventually, we'll witness how this journey ends in the creation of a project once we secure that all-important quote approval.
MYOB Acumatica offers us a user-friendly CRM flow dashboard, complete with clickable links, to guide us through this entire process. These links serve as our entry points to infuse data into the system. We have various methods at our disposal, such as Outlook integration, mobile data input, importing data, and even the option to establish a website form for direct data integration into MYOB Acumatica.
View our MYOB Acumatica CRM overview demo here - • Mastering Construction Management with MYO...
Visit our website - www.avanzasolutions.co.nz
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