Dear all,
I am new about this....
We have just installated CRM 4.0 and we are very pleased with it.
I have a question. We have in our company a sales and a aftersales department. Both want to use the quote and order facility in CRM. I have made some custum entitys for the after sales. Is there a way to "clone the sales" with the status going from concept - active - won to even lost?
How can I realize this?
Looking forward to any reply.