My needs: CRM - Sales funnel (receiving leads from an outside platform)Project quotations (getting contact, account, opportunity data from the CRM base)Project management (receiving won deals from the CRM and their proposals - from the Project quotat...

Hello everyone; I run an agency, with the following linked activities: CRM - Sales funnel (receiving leads from an outside platform)Project quotations (getting contact, account, opportunity data from the CRM base)Project management (receiving won dea...