Create WFM jobs, import quotes and sync contacts between Exsalerate and WFM.
Opportunities (quotes) are added to your Exsalerate sales pipeline and client dashboard when you issue a quote from WFM so you are reminded to follow up on the business.
When you wish to issue a quote simply add the client to WFM by clicking the MAX icon it will turn from orange to green
Add Contacts to WFM from Exsalerate with a click - **After the initial upload always add contacts to Exsalerate 'first' due to the WFM API.
Push Updates Instantly from Exsalerate to WFM with a click of the WFM icon or data automatically updates between the two platforms every 5 - 15 mins.
Create a WFM Job in Exsalerate (Add Activity) using WFM templates
Exsalerate provides a direct link on the Exsalerate client dashboard to all jobs, quotes and notes.
Client Information Updates including addresses, phone numbers, website addresses, customer industry, account manager for leads & clients can be pushed to WFM with the click of a button.
If you use Lead Manager all leads from WFM will be imported on the initial upload, it is NOT ADVISABLE to use lead manager after connecting the two platforms.
A WFM quote has not appeared in the sales pipeline:
Ensure you do not have lead manager on
Check the Settings in your WFM integration page as to the phase you have chosen Quotes to present in
Re-import WFM customers
Toggle filters within your sales pipeline to ensure all phases are present.
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