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Sean Jegen

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  1. 8 votes

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  2. 214 votes

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  3. 32 votes

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    Viewed  ·  9 comments  ·  Integrations » Bookkeeping  ·  Admin →
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    Sean Jegen commented  · 

    Is there any possibility to have this be linked to my current bid platform that is in EXCEL, it is a extremely plush bid platform that is ever evolving and not one I would want to switch from due to its designed around streamlining the bidding in and out of the field. Where it is where all we have to is put in the name and measurements via manual measuring or thru eagleview and it will be done with little manipulation to bid/contract/order/completed giving all current pricing and even figures the estimated commission and if the crm was linked to this so only one input of name and address etc it would pull double entry away and eliminate even more time which in turns leads to more sales time
    I would really like to see if we can look into this to streamline the process even more so
    Thank you for looking into this

    Sean Jegen supported this idea  · 
  4. 149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Sean Jegen supported this idea  · 

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