It would be nice to be able to click on a quote button when we get the lead within the same screen. Right now I have to get all lead info and then transfer it to the quote form to provide a quote to customer. Make it one step instead of multiple….
It would be nice to be able to click on a quote button when we get the lead within the same screen. Right now I have to get all lead info and then transfer it to the quote form to provide a quote to customer. Make it one step instead of multiple….