Allow users to automatically create Quotes and products during the Lead Conversion process. If you have a standard set of line items that are typically added to quotes, this saves your seller's time without the need to even use the Transaction Wizard.
Here's the process.
- Setup Quick Add
- Define User Preferences
- Define Bundle ID in "Quick Add"
- Choose if you want it to sync by selecting "Quick Add Sync"
- Save
- Convert a Lead!
Limitations:
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