Once a contact is synced with DEAR Systems the following information will be available in Salpo CRM contact profiles:
- Sales quotes
- Invoicing information
To view sales information
Click on the DEAR Systems tab within a contact profile page. Sales records populate in Salpo CRM only when an authorised record is available in DEAR Systems.
The status of a Sales record, Invoice date, Paid details and the Due amount will subsequently change when changes are made to the original record in DEAR Systems.
Use the icon (under View) to access the original record in the DEAR Systems platform.
To view purchase records from suppliers
The purchase records for a supplier will populate in Salpo CRM only if and when the contact is saved as a Customer as well as a Supplier in DEAR Systems.