Quil offers an integration with Top Echelon. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.
Not sure how to link records via Quil? Please read this article on how to manually link records
Where the notes go
When submitted, notes will appear in the “Completed Activities” section on the Person record
Quil's Top Echelon integration allows linking records with People
How to Setup
Setup for Quil's integration with Top Echelon requires a login username and password.
Activity Types Supported
Top Echelon activity types are supported through Quil. For each meeting type you are able to specify the activity type that notes will be labeled with.
When integrated with Top Echelon, you can select from a dropdown menu the activity type label you wish to be applied to your database notes.
Database Fields
Top Echelon fields can be updated automatically or manually via Quil. Quil will take the information from your meeting and fill in the blanks on your records. Fields are pulled directly from your Top Echelon instance so any supported user defined fields will be available in Quil.
Fields must be one of the following types for Quil to fill out:
- Text
- Dropdown
- Number
Database Documents
Follow-up material generated by Quil can be automatically or manually uploaded to Top Echelon if a record is linked. Documents are uploaded to Top Echelon as Attachments.
Supported Features
| Database Notes | ✅ |
| Database Fields | ✅ |
| Database Documents | ✅ |
| Chrome Extension | ✅ |
| Activity Types | ✅ |