Create Maximizer contacts with notes from new proposals awaiting acceptance in Ignition
Automatically create contacts in Maximizer with detailed notes when new proposals are moved to "awaiting acceptance" in Ignition. Keep your contact list up-to-date, seamlessly capture vital information, and empower your sales team to stay organized, seize opportunities, and build stronger connections with clients.
Automatically create contacts in Maximizer with detailed notes when new proposals are moved to "awaiting acceptance" in Ignition. Keep your contact list up-to-date, seamlessly capture vital information, and empower your sales team to stay organized, seize opportunities, and build stronger connections with clients.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this...Create Address Book Entry
Creates new company, individual or contact in your Address Book
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Try It