Bid Follow-Ups - Utilizing the Bid Follow Up Widget and Queue

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  • Опубликовано: 12 сен 2024
  • The Bid Follow Up reminder is a great way to automatically get notified of bids that you've done so you remember to stay in front of the customer. So many times the customer would order if we simply called and asked them for the order!
    Here is a demo on how to use the Bid Follow-Up queue in Solar, as well as creating a new Bid Follow-Up reminder off a quote/bid.

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