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Trigger CRM Sales Order from Sales Quote in C4C

keynesa85
Participant
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Hello Folks,

Anyone please help with steps in C4C, HCI & CRM to enable creation of CRM sales order by triggering  external follow up document from C4C Sales Quote.

Thanks in advance.

Regards,

Keynes Austin

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Answers (1)

Answers (1)

former_member221362
Active Contributor
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Hi,

Please check the BC scoping if it is enabled for CRM, then a communication channel has to be set.

once these are done you can create external fallowup doc like sales order from quote by using an option transfer order from the quote.This will create an order in CRM

Regrads,

Suresh