ID939
Request for Contract Invoices via CRM
Output Type: SSRS Report
Sales reps often want a copy of several months of contract invoices when they are working an upgrade. Instead of chasing your admin team this process allows them to request copies by clicking a button in supported CRMs. We currently support, SalesForce (Agent Dealer), SalesChain, and Compass Sherpa but can offer stored proc for your CRM to run to build their own integration.
*There is an optional (not required) feature that if you add your email to the subscription you will be copied on ALL reports generated by the sales reps from your CRM. No email is required on the subscription*
