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ERP and CRM Integration

April 13, 2021 09:00 AM - 10:00 AM CDT

In this session we will provide a brief overview and show the data sharing between ERP and CRM10. We will also show you how to view data from your ERP system in CRM (including mobile), and walk you through the common functions such as creating an WW-ERP Quote from a CRM Opportunity, and linking an Incident in CRM to an RMA in WW-ERP and how to add a CRM Company as a customer within WW-ERP.

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