OneClick Code + Quotient
Produce OneClick Code reports when new quotes are accepted in Quotient
OneClick Code reports will give you the correct jurisdiction instantly, so you will know where to apply for the correct permit. Get that important information automatically with this integration. Once it's active, a OneClick Code report will be generated as soon as a new quote is accepted in Quotient.
OneClick Code reports will give you the correct jurisdiction instantly, so you will know where to apply for the correct permit. Get that important information automatically with this integration. Once it's active, a OneClick Code report will be generated as soon as a new quote is accepted in Quotient.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Code Report
Creates a new code report.
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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 ($)