How Do I Pull a Quote Back Into My Integrated CRM System on Solutionbuilder?

105 views 22/10/2018 18/11/2021 0

If you have a CRM system that is integrated with SolutionBuilder you will be able to pull back the quotes from SolutionBuilder into that CRM system.

  1. Select the product you would like through the ‘Alternatives’ tab.
  2. Click on the flag button on the right-hand corner next to the premium, a number one will then appear on the far right-hand side of the screen next to the folder icon.
  3. Click on the folder to open up a section where you can now view the Solution summary and click on ‘save for later’ to pull the quote back to your integrated CRM system.

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