Sales Team
Add Sales Lead
My Sales Leads
Add Sales Quote (Under development)
The web page to add a Quote with the Organisation and Person from one of your sales lead at the proposal stage is currently under development. This function will be added shortly. In the mean time you can add a quote in the current process. This current process is described below.
1. Add the Organisation via 'FIND' 'ORGANISATION' from the top men, or SELECT an existing Organisation.
2. Select the Organisation details hyperlink next to the Organisation. The Organisation details tab will open.
3. Add the Person by selecting the 'People' Tab in Organisation details
4. Add the Quotation in the 'Quote' Tab
After development this will be automated and you will be able to add a sales quote quote here using one your sales lead that are at Quotation stage.
1. Add the Organisation via 'FIND' 'ORGANISATION' from the top men, or SELECT an existing Organisation.
2. Select the Organisation details hyperlink next to the Organisation. The Organisation details tab will open.
3. Add the Person by selecting the 'People' Tab in Organisation details
4. Add the Quotation in the 'Quote' Tab
After development this will be automated and you will be able to add a sales quote quote here using one your sales lead that are at Quotation stage.