Skip to main content
Cartagena 2010 > Articles
Add products to an order in CRM – With workflow
Microsoft CRM is missing one vital feature when it comes to workflow.
Have you ever tried to create orders, quotes or opportunities with a standard CRM workflow?
No problem there – how about adding some products to that order?
Sure, no problem – I just go to Add Step – Create Record and select..... Order Product...?
Missing the option to create Order Product Lines?
 
 
That's right; it's not possible to create/add new product lines to an order.
We have added this option in a new solution which you can download and test now: http://www.cartagena.no/Downloads/CreateProductLineWF.zip
 
 
Create Order Product Lines
 
Configure very specific product lines without any coding.
Read more about this in our Installation and usage guide: http://www.cartagena.no/Downloads/Installation_and_usage_guide.pdf
 
Price for one CRM Organization: € 995.
 
For free trail send mail to: post@cartagena.no
Include the following information:
  • Customer name and full address.
  • CRM Organization name.
 
 
Relevante referanser

Kredittgjenvinning AS

Jørgen Næss | Salgsleder
Ett helt årsverk har inkassoselskapet KredittGjenvinning spart på et velfungerende kundeoppfølgingssystem. – Vi har økt inntektene og fått mer fornøyde kunder, forteller Jørgen Næss, salgsleder i KredittGjenvinning AS
 




Relevante kontaker

Knut Eivind Handeland
24 13 41 20


Andreas Ødegaard Nilsen
24 13 41 20


Knut-Oddvar Simonsen
24 13 41 20

 
 
Sign In

Cartagena 2010

:

Search