AliciaCrews
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Joined 2 years ago
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Connecting Different Apps to Each other
Okay...completely new here so bear with me... We have a construction company focused on roofing and siding and I'm trying to setup our apps for customers > opportunities & tasks > work orders, tasks and expenses... So I created three different opps...I noted some overlap with work orders and opportunities under the customer manager tabs...and the fact that none of these are related to each other and sharing information and I can't figure out how to connect them...cuz help please?? I considered just working with the customer manager because it does have work orders/opportunities but I am not seeing more in depth use besides the form...no area for tasks or expenses so I'm lost here...Sure there is something very obvious that I am missing...please help. Thanks! ------------------------------ Alicia Crews ------------------------------9Views0likes1Comment