Changes

To create a quote for this prospect, open the Quotations tab and click the Create New Quotation button, fill in the details of the quote, and then click save. For detailed documentation on this process, [[Waste Management Solution - Quotations|click here]].  If the customer has already agreed to the quote you can confirm by setting the status to Sale Made.  Otherwise you can revisit this quote later by returning to this prospect and clicking on the view existing quotations button under the Quotations tab. 

5.Once a quotation has been updated to sale agreed, the client will now be registered as a customer and will no longer appear as a prospect.<br />You will still be able to modify their detaisl details and add new quotations and appointments under them via customers section of the system, accessible via the Customers CRM option on the control bar.