Hi, I have created a sales quote and confirmation in CRM, but I can’t seem to figure out how to add this sale/client to the sales ledger so that they client’s info would be searchable on the Shop Order page. Any advice? Thanks.
Hi, I have created a sales quote and confirmation in CRM, but I can’t seem to figure out how to add this sale/client to the sales ledger so that they client’s info would be searchable on the Shop Order page. Any advice? Thanks.