Zoho Admin Issue Report: Quotes in CRM Status Review
This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM".
1. Access the quote via the provided report.
2. Pull up the invoice(s) in Sage
3. Complete research to see if the quote can be marked as "Bypassed by CRM"
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