Month: February 2025

QuoteWerks Web – Using the HaloPSA Items List

February 3, 2025 Editorial Team

In this video we quickly review the process to set up your HaloPSA items list as a product data source in QuoteWerks Web. Doing so gives you the ability to

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QuoteWerks Web – Quick HaloPSA Integration Overview

February 3, 2025 Editorial Team

In this short video we introduce you to the integration between HaloPSA and QuoteWerks Web. This includes pulling in contacts and items from HaloPSA, creating and updating opportunities, and converting

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QuoteWerks Web – Associate Quotes with Existing CRM/PSA Opportunities

February 3, 2025 Editorial Team

In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in your connected CRM or PSA system. Doing so can help you mirror existing

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Today in ways to make your spreadsheets more aesthetic *and* functional… 🥇 #Shorts

February 3, 2025 Editorial Team

Try Google Sheets for yourself → https://goo.gle/4iPwFoA

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