Microsoft To Do + Quotient
Create tasks in Microsoft To Do when new quotes are accepted in Quotient
Streamline your sales process with this efficient workflow. When a quote is accepted in Quotient, a new task will be created in Microsoft To Do to help you stay organized and on top of your projects. Save time and ensure all necessary actions are taken promptly with this seamless automation.
Streamline your sales process with this efficient workflow. When a quote is accepted in Quotient, a new task will be created in Microsoft To Do to help you stay organized and on top of your projects. Save time and ensure all necessary actions are taken promptly with this seamless automation.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Task
Triggers when a new task is created.
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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
