Hello Community,
In the CRM demo i have seen, Outlook can be integrated with Acumatica ERP from Lead generation. Can anyone tell me how to do it, is there any user guide document for this setup?
Thanks
Jewel
Hello Community,
In the CRM demo i have seen, Outlook can be integrated with Acumatica ERP from Lead generation. Can anyone tell me how to do it, is there any user guide document for this setup?
Thanks
Jewel
https://www.cs3technology.com/cs3-technology-feed/acumatica-outlook-add-in#:~:text=Once%20you%20are%20logged%20into,from%20the%20Account%20Information%20screen
Information on the Outlook add in can be found in the integrations guide lined below
http://acumatica-builds.s3.amazonaws.com/builds/22.2/PDF/AcumaticaERP_Integrations.pdf
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