CRM Integration

This guide outlines the step-by-step process for managing leads, quotes, and proposals using the integrated CRM and Link Portal system. It is designed to help users navigate the workflow efficiently and ensure data consistency across both platforms.

Workflow steps include:

1. Creating a Lead in CRM
2. Quote Generation in Link
3. Saving the Quote in Link Portal
4. Converting Quote to Proposal in Link Portal
5. Create a New Proposal
6. Using Lookup Functionality / Create New Proposal With Existing Proposal
7. Saving the Proposal in Link Portal

Creating a Lead in CRM

When a new lead is created or updated in CRM, it becomes available for quote generation in the Link portal by clicking the Open in Link Portal button.

This will redirect you to the Link Portal, automatically associating the lead with the session.

Quote Generation in Link

In the Link Portal:

1. Review the lead information
2. Enter any additional details required for quote generation
3. Click Generate Quote

Saving the Quote in Link Portal

Once the quote is generated:

1. Review the details
2. Click Save Quote

The system will automatically create a corresponding quote in Salesforce CRM.

Converting Quote to Proposal in Link Portal

To converting quote to proposal:

1. Open the saved quote in the Link Portal
2. Click Convert to Proposal
3. Enter additional customer details as required

Create a New Proposal

From the link portal, user shall have the option to create a new proposal and associate account and opportunity from the CRM portal.

Create New Proposal with the Existing ID`s

While filling in proposal details, use the Salesforce Lookup feature to:

• Search for existing Individual IDs or Company IDs
• Auto-fill relevant fields using retrieved data

Saving the Proposal in Link Portal

After completing all required fields, click Save Proposal.

The system will automatically create a corresponding proposal in Salesforce CRM.