We have released an update to our Agile CRM integration that will now give you the ability to map the Socket Quote Statuses to the appropriate Pipeline and Milestone in Agile.
To set up the mapping, it is as easy as choosing the required Agile Milestone from the drop-down menu for each of the Socket Quote Statuses:
Please contact us if you have any questions or need assistance setting up the mapping.
Happy Quoting!
Quoter Product Update: Procurement Pick List
If you're a Managed Service Provider selling hardware, listen up! We just shipped a feature to help with procurement.
Quoter is attending IT Nation Connect: November 9-11 in Orlando, FL
The IT Nation Connect Conference is a 3-day event where industry leaders, technology vendors and channel partners come together to learn from each other.
Quoter Product Update: Automated Quote Reminders
Sending the Quote does not mean your job is done! Depending on the complexity of what you're selling, it may require several touchpoints before closing the deal.
Quoter Product Update: Distributor Pricing and Availability
It’s important that any changes to pricing or availability on hardware are updated on a Quote to protect your profit margin and ensure procurement.Â
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