Log time record in Roll when a quote is declined in Quotient
Log time record in Roll when a quote is declined in Quotient
Log time records when a project quote is declined in Quotient. Find the existing project in Roll and create a time record to ensure accurate tracking of proposal activities, leading to better project management and reporting.
Workflow preview:
Zap details:
Overview
Log time records when a project quote is declined in Quotient. Find the existing project in Roll and create a time record to ensure accurate tracking of proposal activities, leading to better project management and reporting.