Hello everyone!
I am having a thing like this: I am making sales on POS but there are gonna be situations like where the clients want to buy the things later for example after 3 days. So I want to create an Opportunity on CRM through POS sales (opened register) when this kind of situation happens and I will know when to contact my client.
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My account will expire.
Решено
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It's always difficult to answer questions, when there is no actual question. Also, how does this work - is your customer telling you right at the POS counter that s/he'd rather not purchase it now? Thing is, the nature of a POS is to sell.
You know you can just simply hop out of the POS and create a CRM opportunity, right? Also, using the App while talking face to face to your customer could be an option.