CRM Deal in Forecasted Stage
- In a case whereby your client is ready to order, once the Opp has been Validated, all you do is Qualify the Opp than Forecast, CRM will that Automatically close the Opp for you once stock / order has been invoiced out, UNDER CONDITION your Opp ID is in Accpac & CRM has been Validated/Qualified & Forecasted correctly.
Validation
- Your Opportunity is now Validated in CRM You can always go back into the opportunity & make any changes you require
