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OPPOPTUNITY (ACCOUNT API (CRM to PORTAL (Assign another Finance Contact,…
OPPOPTUNITY
ACCOUNT API
PORTAL to CRM
Update all info in Organisation panel
Update Finance Email
CRM to PORTAL
Assign another Finance Contact
Assign another Practitioner
Update all info in Account page
CONTACT API
PORTAL to CRM
Update Customer Email
Update Finance Contact Email
CRM to PORTAL
Update Customer Info
Update Finance Contact Info
Update Practitioner Info
OPPORTUNITY API
PORTAL to CRM
Update Account Info
Update Finance Email
Update Customer Email
Update Opportunity Info
CRM to PORTAL
Assign another account
Assign another Customer
Update Opportunity info