I have table in 2 different folders.
- CRM Folder - Client Database
- Orders Folder- Order Form
I am looking to connect the client name in the CRM Folder to the Order Form in the order folder.
Purpose- The Lead is generated at the CRM and our sales selects the predefined name from the CRm folder and adds it to the list and places the order. We are looking to integrate so that the content is not mismatched.