Pipeline Integrate Info to Management System
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Natalie Nielson
It would be wonderful to be able to use pipeline for the quoting, and then have the contact information etc go into AMS so that the data doesn't have to be reentered.
Or putting a prospect into the management system that creates an item in pipeline.
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Lucas Jans, VP of Product
We've some of this for AMS360, HawkSoft and QQ Catalyst. We now write back all activities related to the Pipeline in those AMS systems. That can be customized in the Activity Data Sync.
You can automatically create a Pipeline Lead today anytime a prospect is created in your AMS. Just setup a campaign and use the New Lead step type to create this lead.
Join me for a Pit Stop webinar and I can walk you through this.