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Create Invoices
In CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please contact ...
Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued to your customer along ...
Inventory Management-Invoices
Creating Invoices In CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, ...
Standard Fields in Invoices
Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup Subject Specify the name of the invoice. This field is mandatory. Text box Alphanumeric(50) Sales Order Select the ...
Associate Leads
As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your ...