Suppose your business needs to launch CRM; make sure the following functionalities are enabled in Acumatica ERP:
Step1: In the main menu, select the System management module:
In the Licence category, select the Enable and Disable features form (CS100000) and open it (screenshots 1 and 2).
Screenshot 1
Screenshot 2
Step2: On the form toolbar, click Modify, and after clicking on Modify button, enable the following features as in Screenshot 3
- Customer Management
- Case Management
- Duplicate Validation
- Sales Quotes
- Address Lookup Integration
Screenshot 3
After enabling the features, you can start the CRM functionality in the system.
Thus, in this blog, we have learned to configure the CRM Functionality in Acumatica ERP.
Businesses in all industries can profit from the effective solution Acumatica ERP provides. It aids businesses in streamlining operations, boosting productivity, and achieving business targets. To integrate and customize Acumatica ERP for your business, please email us at info@germinit.com.
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