ConnectWise Sell (previously Quosal)

How to configure ConnectWise Sell (previously Quosal) Order Porter integration

If you use ConnectWise Sell's Order Porter solution DeskDirector will automatically navigate the user to the Order Porter page of a quote when they open the opportunity in DeskDirector. There are tim…

Updated 10 months ago

Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity

DeskDirector uses a link added to an Opportunity in ConnectWise to show the corresponding Order Porter. Quosal Create adds this link automatically while Quosal Sell does not. The details below explai…

Updated 10 months ago