Workflows This section discusses the workflows used in CRM. Related Topics:Job Creation and Maintenance In Deltek CRM, the Maconomy tab on the Project and on the Firm contains information about the Maconomy integration. Customer Creation and Maintenance If a customer does not exist in the Maconomy database, a customer record is created in Maconomy (before job creation) based on the customer information in Deltek CRM. Background Tasks The Background Task functionality in Maconomy polls the Deltek CRM database for information about opportunities, jobs, dimensions, companies, employees, and customers to synchronize databases. Parent Topic: CRM Concepts HomeMaconomy User Guides Concepts GuideIntegrationsCRMCRM ConceptsWorkflows
Workflows This section discusses the workflows used in CRM. Related Topics:Job Creation and Maintenance In Deltek CRM, the Maconomy tab on the Project and on the Firm contains information about the Maconomy integration. Customer Creation and Maintenance If a customer does not exist in the Maconomy database, a customer record is created in Maconomy (before job creation) based on the customer information in Deltek CRM. Background Tasks The Background Task functionality in Maconomy polls the Deltek CRM database for information about opportunities, jobs, dimensions, companies, employees, and customers to synchronize databases. Parent Topic: CRM Concepts HomeMaconomy User Guides Concepts GuideIntegrationsCRMCRM ConceptsWorkflows