Update contact status to quote in Freshsales Suite when new estimate is created in ServiceTitan
Update contact status to quote in Freshsales Suite when new estimate is created in ServiceTitan
Update your CRM contact status to 'Quote' when a new estimate is created in ServiceTitan. This ensures all relevant information is captured and linked, improving future reference and enhancing your sales process.
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Overview
Update your CRM contact status to 'Quote' when a new estimate is created in ServiceTitan. This ensures all relevant information is captured and linked, improving future reference and enhancing your sales process.