Hi, is there a way to sync the Quote creation date into Salesforce? I wasn’t able to find an option for this under the Salesforce settings. Any recommendations on how this can be achieved?
Question
Syncing Quote Creation Date to Salesforce
+1The easiest way might be to populate a date question with Proposal Date, hide it, then sync that field back to the CRM.
I would test this out and see if it meets your requirements!
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