This feature allows the user to view all quotes associated with a lead in the Telwater Sales System without logging into their portal.
To view this, simply go to the Leads page and click on a Lead that you want to see. On the page, you will find a tile named Telwater Quotes located below the Deal Information tile. You can view right away all the details of each quote that the lead has.
All the details are gathered from the Telwater Sales System and are synced with the CRM portal. The details comprise the Quote number, boat model and quote total. If you require additional information about a certain quote, click the Quote number or this
icon and it will redirect you to the Telwater Sales System portal.
If you need to update the details of the quotes in this tile, simply click on the Refresh Quotes button to load any new information.
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