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CRMVersion 19.0.2.0.0License OEEL-1

CRM Smart Buttons

Smart buttons on leads for related MOs, deliveries and helpdesk tickets.

CRM Smart Buttons icon

Overview

Turns opportunities into an operational hub by surfacing key downstream records so account managers can navigate fulfillment and support context instantly.

Features

  • Manufacturing Orders button with live counts
  • Deliveries button for outgoing logistics records
  • Helpdesk tickets button including related contact/company context