Waste Management Solution - Quotations
From All n One's bxp software Wixi
Contents
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
3.1 Starting a new Quote
To start 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.
Most of the fields will fill in automatically from the Prospect/Customer's record. Only the contract Length needs to be specified at this stage. Click on Start Quotation to save your changes and open the new Quotation.
3.2 Expanding the Quotation
Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details.
