We just integrated a test version of CRM and Sage 100. If we create an opportunity in CRM and then create a quote from in with integrated Sage 100, how do we convert that quote to an order, without having to retype all quote info on the customer in order to create a new account.
Hope I am making sense. It just seems like we have to create a customer account in Sage 100 with a lot of the same details that exists on the opportunity and quote coming out of CRM and we are looking to eliminate redundant data entry.
Thanks for any guidance or recommended best practices.