CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
In this short video we introduce you to the integration between ConnectWise PSA and QuoteWerks Web. This includes pulling in contacts and products from ConnectWise, creating and updating opportunities, and
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This webinar series dives into common business challenges that companies face when creating quotes and proposals.
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In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Zoho CRM. Doing so can help you mirror existing workflows, creating a link
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In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Zoho CRM integration, to the next level by including additional supplemental information.
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In this short video we review the process of setting up a Datalink between QuoteWerks and Zoho CRM. Datalink is used to share nonstandard field data between the two systems.
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This short video reviews how you can quote items to Zoho CRM customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to
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In this short video we show you how to create new Zoho CRM companies and contacts from within QuoteWerks. This is a great option if your first engagement with a
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In this video we show you how to use the secondary CRM feature in QuoteWerks. This feature allows you to use a primary CRM to pull in lead or prospect
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In this short video we introduce you to the integration between Hubspot CRM and QuoteWerks Web. This includes pulling in contacts and products from Hubspot CRM, creating and updating deals,
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In this video we quickly review the process to set up your Zoho CRM products list as a product data source in QuoteWerks Web. Doing so gives you the ability
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