"create new opportunities in Capsule CRM when quotes are accepted in Quotient"
Enable this workflow and each time a quote is accepted in Quotient, a new opportunity will be created in your Capsule CRM. It's an effective way to streamline your sales process, ensuring you capitalize on accepted quotes promptly, enhancing your revenue growth. No further attention is required once the setup is done - efficiency and productivity right at your fingertips.
Enable this workflow and each time a quote is accepted in Quotient, a new opportunity will be created in your Capsule CRM. It's an effective way to streamline your sales process, ensuring you capitalize on accepted quotes promptly, enhancing your revenue growth. No further attention is required once the setup is done - efficiency and productivity right at your fingertips.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Opportunity
Creates a new 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 ($)