WorkflowMax Quotes in Exsalerate
We’ve upgraded our WorkflowMax integration so now when a quote is created in WorkflowMax an opportunity will be added to your Exsalerate pipeline and we’ll automatically assign a follow-up activity to the Account Manager.
- See at a glance how your WorkflowMax quotes are progressing in your pipeline
How it Works
Turn on WorkflowMax quotes in Settings>WorkflowMax Integration then choose the stage in your sales process to add the quote to and the Follow-up activity for the Account Manager to complete.
When you issue a quote to an existing customer in WorkflowMax the Opportunity is added to your Exsalerate pipeline with the Quote Number and Company Name in brackets.
The activity is created in your Account Managers ToDo list for today so they can choose the best time to follow-up.