What Documents Are Pulled Back to My Crm When I Have Flagged and Saved the Quote?

42 views 10/02/2020 25/11/2021 0

Once you have downloaded the supporting documents and flagged and saved the quote, the link to the Illustration, Key Features, and Comparison Report will get pulled back to your CRM system. 

It is recommended that you use the link on the day that you do the quote to open and save the illustration.

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