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WorkWise ERP Training: ERP and CRM Integration

June 09, 2020 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 WorkWise ERP Quote from a CRM Opportunity, and linking an Incident in CRM to an RMA in WorkWise ERP and how to add a CRM Company as a customer within WorkWise ERP.

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