Manage viewed Quotient quotes by updating corresponding opportunities in LeadConnector
Streamline your sales process with this efficient workflow. When a customer views a quote in Quotient, a new opportunity is instantly created or updated in LeadConnector. This process reduces manual data entry, keeping your sales pipeline up-to-date in real time and enabling you to retarget prospects effectively. Ideal for sales teams striving for a smooth and responsive client journey.
Streamline your sales process with this efficient workflow. When a customer views a quote in Quotient, a new opportunity is instantly created or updated in LeadConnector. This process reduces manual data entry, keeping your sales pipeline up-to-date in real time and enabling you to retarget prospects effectively. Ideal for sales teams striving for a smooth and responsive client journey.
- When this happens...Customer 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.
- 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