The Quotes to Go Upload is an integrated system to send lead information from MoversSuite to the UniGroup Quotes to Go system. There are two ways a user can send the lead data: by selecting the Upload to Quotes to Go option from the Sales Lead Information screen and through the Tools Menu option of UniGroup Quotes to Go Upload. The option is only available for leads and orders associated to branches qualified for Quotes to Go.
The Upload to Quotes to Go option appears in the lower, left hand corner of the Sales Lead Information screen.
Figure 8: Sales Lead Information screen
The UniGroup Quotes to Go Upload option is available through the Tools Menu.
Figure 9: Tools menu
Refer to the UniGroup Quotes to Go Upload Contents on the data sent to Quotes to Go including all required fields needed for a successful upload.
RELATED TOPICS:
UniGroup Quotes to Go Downloads
UniGroup Quotes to Go Setup and Administration