Microsoft Excel + Quotient
Add new rows in Microsoft Excel when customer questions are asked in Quotient
Easily keep track of customer queries in Quotient with this workflow. Whenever a customer asks a question in Quotient, it will add a new row in your Microsoft Excel sheet, ensuring you have a comprehensive record of all inquiries for easy management and response. Improve your customer service and stay organized with this efficient process.
Easily keep track of customer queries in Quotient with this workflow. Whenever a customer asks a question in Quotient, it will add a new row in your Microsoft Excel sheet, ensuring you have a comprehensive record of all inquiries for easy management and response. Improve your customer service and stay organized with this efficient process.
- When this happens...Customer Asked Question
Triggers when a Customer asks a New Question.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
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
