This webinar reviews the new QuoteWerks integration with HaloPSA. This includes basic setup and integration points such as searching and retrieving HaloPSA contacts, creating and updating HaloPSA sales opportunities, creating and updating HaloPSA quotes, attaching additional documentation to the opportunity, and interacting with the HaloPSA products from inside of QuoteWerks. Having viewed this webinar, users will be able to setup the HaloPSA integration and use it to automate workflows between HaloPSA and QuoteWerks.
