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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:
Create Order Product Lines
Configure very specific product lines without any coding.
Read more about this in our Installation and usage guide:
Price for one CRM Organization: € 995.
For free trial click here to fill out the form and you'll receive an e-mail shortly.
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

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