Difference between revisions of "Waste Management Solution - Quotations"
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==Adding a Quote== | ==Adding a Quote== | ||
| − | To add a new Quotation | + | To add a new Quotation, click on the Create New Quotation button under the Quotations tab for the Prospect or Customer you want to file the quote under. You will then be forwarded to the new Quotation menu. |
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| + | [[File:WasteManagement-Quotations2.jpg|800px]] | ||
Revision as of 18:11, 14 March 2023
1 Overview
Quotations are the second stage in the WMS CRM Pipeline. Quotations can be added to any active Prospect or Customer record and can be viewed or amended at any time. This article will cover how to add and edit Quotations and the various options for reviewing Quotations.
2 Quotations Tab
Quotations cannot be added as standalone records but must instead be associated with a specific Prospect or Customer. The Quotations tab displays all of the existing Quotation stats for a Prospect or Customer, and allows for adding new Quotes and reviewing a records full Quotation history. To access it, first open the Prospect or Customer, then click on the the Quotations tab.
The tab also details the number of active and overall total Quotations associated with this Prospect or Customer.
3 Adding a Quote
To add a new Quotation, click on the Create New Quotation button under the Quotations tab for the Prospect or Customer you want to file the quote under. You will then be forwarded to the new Quotation menu.
