Difference between revisions of "Waste Management Solution - Quotations"
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(Created page with "==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 tim...") |
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==Overview== | ==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. | 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. | ||
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| + | ==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. | ||
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| + | [[File:WasteManagement-Prospects4.jpg|800px]] | ||
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| + | The tab also details the number of active and overall total Quotations associated with this Prospect or Customer. | ||
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| + | [[File:WasteManagement-Quotations1.jpg|800px]] | ||
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| + | ==Adding a Quote== | ||
Revision as of 17:19, 10 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.
