We are needing to update our CRM when an estimate is made. We would love to import the pdf if possible for the estimate or invoice or if not possible, make a task based on the estimate or invoice
05-07-2024 -
Activity
Newest / Oldest
D
Divya
Merged with:
Task created for estimate made
S
eyeMobil
We are needing to be able to have an action after a new estimate is made in Waveapps in our CRM
Activity Newest / Oldest
Divya
Merged with: Task created for estimate made
eyeMobil
We are needing to be able to have an action after a new estimate is made in Waveapps in our CRM
eyeMobil
This is when an estimate is made in Waveapps specifically