How Accessing Books Items from Deals Module
Hello,
In Books, we have set all our products and grouped them too. We have basically 2 set of products. It works fine.
However our sales agents are using the CRM to create Deals. We have currently 2 layouts, one for each kind of product we sell. For each layout, a product field is set as multi select field, containing only the product for that layout. As such, when a new product is available, I manually add a new entry in one of the 2 fields.
How could I automate this? Books is the main product database. I only need the name of the items and SKU to populate our 2 multi-select field in CRM.
Thanks.