BC/NAV Shared Sessions
Want to get along better with the accounting department? Business Central allows your sales staff to do their job right from their customers’ sites and update accounting seamlessly. We will show you how to set up Campaigns, and add the contacts and the specific interactions you all need to be successful. We will show you how to update your tasks and generate a sales quote while you’re sitting right in front of your customer, instantly alerting accounting that a sales quote is ready for approval. We will finish by showing how accounting can convert sales quote to a sales order, invoicing the customer and then reviewing the progress of the campaign. It’s speed-dating for Sales!