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Have a client successfully using Job Cost for esti

  • 1.  Have a client successfully using Job Cost for esti

    Posted 09-20-2013 07:55
    Have a client successfully using Job Cost for estimating, etc. However, they would like to integrate Sage CRM in order to be able to do some forecasting, looking at close rates, etc - basically getting the statistical data re their sales that they can get out of CRM. I realize we can setup a sales order linked to a job, but does anyone have a client like this and are there any other little tricks or tips to getting the most of out this sort of situation?