Something that is critical to the business is the transparency between CRM system (Copper) and the Document Software. The association of documents with specific accounts create a fluid system - having the ability to assign documents to the correct accounts which allow an overview of all documents through the extension would immensely help workflow for businesses
Sven Van Staden supported this idea ·
Something that is critical to the business is the transparency between CRM system (Copper) and the Document Software. The association of documents with specific accounts create a fluid system - having the ability to assign documents to the correct accounts which allow an overview of all documents through the extension would immensely help workflow for businesses