Hi,
I have a client with a requirement for 'shopping cart' type of flow in CRM.
The idea is that a call center agent is guided through a process to sell a ticket from one sector of the business and then up-sell from another sector.
The issue is that some tickets are pre-loaded i.e the user can choose a favorite number and others are auto-generated which means I cannot use one ticketing entity.....unless I am mistaken.
Does anyone have any suggestions on achieving this?







