salesforce base quoting explained…

Salesforce is a Great tool, but there are many “hidden” features that you may not know you have!  Check out this video that explains how salesforce can help you:

  • Build a Quote in salesforce
  • Send that Quote to your customer directly out of Salesforce
  • Sync that quote with Quickbooks automatically!
Watch this quick video on how to do quotes in Salesforce!

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