How do I submit a quote to my CRM?
How do I submit a quote to my CRM?
Updated on Jun 13, 2023
Published on May 19, 2022
1 minute(s) read
To save a quote to your CRM, open the applicable proposal and select the Generated Docs tab.
Click the Save Quote to CRM button (highlighted in yellow in the above graphic). Mobileforce updates the associated CRM with the quote data from the proposal.
For more information, see Saving Quotes to your CRM.