I want to add customers and vendors through CRM . Do I have to add them as prospect initially and then convert to vendor / customer using Function>>convert to vendor buttons? Please guide me if there is any other way out for this.
Can I add customer and vendors directly through excel sheet in CRM? If yes, then how will it synchronize it with RM/PM tables? Regards, Faiqa [Non-text portions of this message have been removed]
