How do I submit a quote to my CRM?
- 13 Jun 2023
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How do I submit a quote to my CRM?
- Updated on 13 Jun 2023
- 1 Minute to read
- Contributors
- Print
- DarkLight
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To save a quote to your CRM, open the applicable proposal and select the Generated Docs tab.
Click the Save Quote to CRM button (highlighted in yellow in the above graphic). Mobileforce updates the associated CRM with the quote data from the proposal.
For more information, see Saving Quotes to your CRM.
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