• Sales History Button on CRM Quote Entry

    • Sales History Button on CRM Quote Entry

    $300.00
    (No reviews yet) Write a Review
    SKU:
    010101
    Minimum Greentree Version:
    3D@9-1
    First Released in Apps Pack:
    3D@9-1
    Required Module(s):
    IN, AR, CRM Sales & Marketing
    Developer:
    Verde Group NZ
    Free Trial Coupon Code:
    30DaysFree
    Ease of Setup:
    Plug & Play
    Premium Pack:
    Yes
    Subscription:
    Yearly
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    Product Description

    This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote.

    Features

    The App adds a "Customer History" button to the CRM Quote Entry screen.:

    Click on the "Sales History" button to open the "Sales History Search" screen.

    Enter the quantity for each product in the lower part of the form and click the "Add to Sales Order" button.

    A confirmation message appears to confirm the products have been added to the Quote.


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    *This app is part of the Premium Pack

    Product Videos

    Custom Field

    Minimum Greentree Version 3D@9-1
    First Released in Apps Pack 3D@9-1
    Required Module(s) IN, AR, CRM Sales & Marketing
    Developer Verde Group NZ
    Free Trial Coupon Code 30DaysFree
    Ease of Setup Plug & Play
    Premium Pack Yes
    Subscription Yearly

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    Write a Review