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Create contact and project in Capsule CRM when quote is accepted in Quotient

Create contact and project in Capsule CRM when quote is accepted in Quotient

Create new contacts and projects in Capsule CRM when a quote is accepted in Quotient, speeding up the onboarding process for new clients and ensuring a smooth transition from proposal to project.

Create contact and project in Capsule CRM when quote is accepted in Quotient

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Overview

Create new contacts and projects in Capsule CRM when a quote is accepted in Quotient, speeding up the onboarding process for new clients and ensuring a smooth transition from proposal to project.

Create contact and project in Capsule CRM when quote is accepted in Quotient