What transfers from CounterGo to Systemize?

When you turn a quote into a job, some information will transfer over, but the internal information from the quote (material, color, square foot, price) will not.  

From your Quote Information Systemize will get:
  • The Quote Address will become the Job Address.  The Quote Contact information will become the Job Contact information.

    Showing transferred Job Info and Address

  • The Account, Account Salesperson, Account Address and Account Contacts will transfer over.

    Account Information

  • The details from the quote itself will not automatically transfer over. You will need to manually enter the price, sq ft, material, color etc. from the final revision into a Job Form in Systemize.
    What does not transfer

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