Create a new folder for opportunities and a contact in Quotient when a new opportunity is recorded in Insightly
Create a new folder for opportunities and a contact in Quotient when a new opportunity is recorded in Insightly
Create new folders for opportunities and corresponding contacts in Quotient when a new opportunity is recorded in Insightly. This boosts organization and ensures you have all relevant information at your fingertips for better management.
Zap details:
Overview
Create new folders for opportunities and corresponding contacts in Quotient when a new opportunity is recorded in Insightly. This boosts organization and ensures you have all relevant information at your fingertips for better management.