Workflow

M

msg_moi

Would like to know your typical workflow inside BCM

I have understand that we have account and under we have contact

But how do you deal with Opportunities and Projects. Do opportunities are
similare to a quote that can be convert in projects?

Can i transfert a marketing campaign for a contact into an opportinuty?

Also ( this one is off topic) but i was looking at using accounting
express, but i cannot seem to be able to install, i have few tips but none
lead to be able to install, so maybe someone here could help me?
 
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