Reply To: Allow Customers to Enter Their Own Opportunity

  • Chris Warren

    February 8, 2024 at 11:36 am

    Ah, that’s a great idea. I already have forms integrated from our Public Facing Website that get pushed into CRM.

    I could convert the Excel Sheet into a Form, PW protect the page, and then use PA to push it into CRM.

    Thanks for the recommendation!

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