Connaissances
Lynx Knowledge - Sales Integration
Link knowledge articles to sales orders
lynx_knowledge_sale
· v19.0.1.0.0
· Standard
Ce que cela résout
Lynx Knowledge - Sale Bridge
Bidirectional knowledge linkage between Lynx Knowledge articles and Sale: Sale records gain a "Related Articles" pane, articles gain a list of sales orders and quotations they apply to, and the team stops searching for the runbook every time something happens.
Most sales questions have already been answered in writing. The problem is finding the right article when you need it. This bridge adds many-to-many links in both directions so sales records surface sales playbooks and discount policies, and articles list the sales orders and quotations they govern - without copy-pasting URLs into chatter.
Key Features
Sale record linking - Sale forms gain a Related Articles section.
Article linking - Knowledge articles gain a list of linked sales orders and quotations.
One-click jump - clicking through either direction opens the linked record.
Multi-link support - many articles per record and many records per article.
Audit-friendly - the linkage stands up in compliance reviews where "what document governs this sales record?" must be answered quickly.
Auto-Installation
Installs automatically when both lynx_knowledge and sale are present. Bridges your knowledge base with sales records so the SOP and the work live next to each other.
Integrates With
lynx_knowledge - the article engine.
sale - the sales module being bridged.
Intégrations
Lynx Knowledge - Sales Integration fonctionne avec 1 autre module
Chaque pont est livré séparément, vous n'installez donc que ce que votre équipe utilise.
Essayer Lynx Knowledge - Sales Integration de votre équipe.
Essai gratuit, sans carte de crédit. Parlez à l'équipe des ventes quand vous êtes prêt.