This CRM Connect Extension enables you to interact with your organization’s CRM system from within CET and it can be downloaded from Marketplace.
Features of this Extension include loading the latest project information from the CRM system, populating product databases in the CRM system, synchronizing opportunities with product line items, automatically generating quotation numbers, as well as uploading reports generated in CET to the CRM system.
Before you start using the CRM Connect Extension, please follow the instructions on how to setup your CRM for interfacing with CET.
CRM Connect only supports the Salesforce CRM system.
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