When a quote is marked a "win", the products be moved to Assets. Secondary, in the product catalog, have the ability to determine if this is an asset we would want to track. So only assets we would want would move over, not cables, screws, labor, etc. Then there would be less reqirements for re-keying information.
Centric CRM 4.1 (Stable and Released)
Core Team
PUBLIC PROFILE
Feedback (Suggestions, comments, etc.)
Link between Assets & Quotes
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