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Streamline Salesforce Quotation Process

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format.

Steps on the process using data from an Excel Spreadsheet:

1\. Identify an account by account number.

2\. Update the account information

3\. Create an opportunity

4\. Add products to the opportunity from a price list

5\. Involve a partner in the opportunity

6\. Add/Update the account contact person

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format