Streamline Your Quoting Process: Creating a Visual Flow Wizard
Streamline Your Quoting Process: Creating a Visual Flow Wizard
Have you ever wanted to guide your Sales Reps through the quoting process so they actually click the right buttons to create a final quote? Join us as we build a Visual Workflow from scratch that creates an Opportunity, Contact, and Quote all in one wizard. You'll leave the presentation with the knowledge to build your own step-by-step wizard for quote generation and make the lives of your sales force a little easier by reducing the amount of clicks it takes to get to the finish line.
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