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