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How to create a Project from an existing Quotation
Customer Relationship Management (CRM), Projects Management-On CRM, Click on Inquiry Processing
-Identify the specific Quotation and under Process Open it
-Next to the Inquiry Details, is Quotation, click on it
-On the right side, Add Item, Header/Footer, PDF then click on CREATE PROJECT.
-Wait…
How to create a NEW INQUIRY
Customer Relationship Management (CRM)
On the top bar, click on CRM
On the drop down menu, click INQUIRY PROCESSING
On the top right side click NEW QUOTATION
On the pop screen, enter the details required and SAVE
How to ADD an ITEM on a Quotation
Customer Relationship Management (CRM)
Click on CRM
Click Inquiry Process
You have the client in the system under the New Business (Lead), OPEN the PROCESS
Click on QUOTATION
On the right hand side, click on the tab, ADD ITEM.
Fill in the description…
