Sales on My Docs/docs/crm/sales/Recent content in Sales on My DocsHugoenCopyright (c) 2020-2024 ThuliteMon, 13 Jul 2026 00:00:00 +0100Sales Agents/docs/crm/sales/salesagents/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/sales/salesagents/<h2 id="concept">Concept</h2> <p>Sales Agents supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.</p>Customers/docs/crm/sales/customers/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/sales/customers/<h2 id="concept">Concept</h2> <p>Customers supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.</p>Customer Fin Accts/docs/crm/sales/customerfinaccts/Tue, 13 Oct 2020 15:21:01 +0200/docs/crm/sales/customerfinaccts/<h2 id="concept">Concept</h2> <p>Customer Fin Accts supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.</p>