Create and manage LeadConnector opportunities when new quotes are accepted in Quotient
Skilfully manage your sales process with this efficient workflow. When a quote is approved within Quotient, an opportunity is swiftly added or updated in LeadConnector. It preserves your time and ensures all accepted quotes are accurately documented as opportunities in your sales pipeline. Enhance your lead management and streamline your sales process—no manual updates required.
Skilfully manage your sales process with this efficient workflow. When a quote is approved within Quotient, an opportunity is swiftly added or updated in LeadConnector. It preserves your time and ensures all accepted quotes are accurately documented as opportunities in your sales pipeline. Enhance your lead management and streamline your sales process—no manual updates required.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country