Manage workflow for accepted proposals in LMN and LeadConnector
Manage workflow for accepted proposals in LMN and LeadConnector
Manage your workflow by updating opportunity details and contact information in LeadConnector and LMN when a new estimate is created or updated in LMN. This ensures a smooth transition from proposal acceptance to task assignment.
Workflow preview:
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Overview
Manage your workflow by updating opportunity details and contact information in LeadConnector and LMN when a new estimate is created or updated in LMN. This ensures a smooth transition from proposal acceptance to task assignment.