Bridges CRM and Finance: invoice lookups on quotes, customer/source-quote lookups on invoices, quote-to-invoice conversion, and credit limit checks
[integration] [crm-fin] live v0.0.2
CRM–Finance Integration
Bridges CRM and Finance: invoice lookups on quotes, customer/source-quote lookups on invoices, quote-to-invoice conversion, and credit limit checks
crm finance integration invoicing
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