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 review the process of setting up a Datalink between QuoteWerks and Hubspot CRM. Datalink is used to share nonstandard field data between the two systems.
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In this video we quickly review the process to set up your Hubspot CRM products list as a product data source in QuoteWerks Web. Doing so gives you the ability
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In this short video we show you how to create new Hubspot CRM companies and contacts from within QuoteWerks. This is a great option if your first engagement with a
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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 items from Hubspot CRM, creating and updating deals,
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In this video we demonstrate how the process of collecting a customer PO number from a QuoteValet quote, converting the quote to an order, and having that PO number appear
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In this video we review the process of setting up and creating Sales Orders in HaloPSA using QuoteWerks Web. QuoteWerks supports your entire quote to cash journey, creating and updating
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In this video we review the process of updating/upgrading QuoteWerks Desktop in a single PC installation environment.
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In this webinar we review QuoteWerks web and highlight new features that have been added over the last 6-12 months. These features include but are not limited to support for
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In this short video we walk through the process of creating an opportunity in Act! from Web from QuoteWerks. This process is easy and can be accomplished in just a
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In this short video we review how to add new items to the HaloPSA items list from QuoteWerks. We show how supplier and vendor information is passed from QuoteWerks to
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