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Life Insurance Quoter - Function on Lead Screen?

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  • Life Insurance Quoter - Function on Lead Screen?

    I'm looking to have a life insurance quoter built into the lead screen. In essence, when speaking with a client I want the ability to pull certain info from the lead screen such as postal code, age, and a couple of additional lead fields to generate a life insurance quote. I can provide some mock screens to further define the project. I would also need the ability to add or remove insurance carriers from time to time as well as email the quote to the lead.SHAREit
    Last edited by JorgeDamien; 01-13-2021, 09:13 AM.

  • #2
    Hi Jorge, sound like you want to create this rather than get help/tip on creating this function? If you want someone to create this function for you, you probably want to go in the Job section: https://forum.espocrm.com/forum/job-offers-requests

    If you want help then you need to write what you stuck on.

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