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From Target to Lead to Opportunity to Quote

Question asked by Brian Curran on Feb 4, 2019
Latest reply on Sep 30, 2019 by Niegel Leoncio

As per the title really, it seems to be an overly lengthy process just to send a Quote out:

 

  1. Create a Target, add some details
  2. Convert to a Lead, add more details
  3. Convert to an Opportunity, add details
  4. Create Quote

 

Are we doing too much, is there an easier way?

Brian.

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