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#1579 - Account info

Closed General Question created by eklein Verified Purchase 4 years ago

When I create a proposal on the customer portal for word press it does not bring over the contracts linked account info. Any and all suggestion are appreciated.

  1. Biztech member avatar

    AppJetty Provider Affiliate

    4 years ago

    Hello Eric,

    Greetings for the day!

    Currently, when the customer will create a Proposal from the portal, it will create an entry in our custom module 'Proposals' in CRM. Then the CRM user can view it and either convert it into Quote OR reject it.

    The customer can see that converted proposal in Quote module from the portal. CRM admin can also further convert that Quote into Invoice.

    Would you please let us know if you want any other custom flow on this so we can check for the same? Kindly email us at support@appjetty.com

    Hope this helps! Let us know in case of any query!

    Kind Regards, Appjetty

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