Waste Management Solution - Quotations

Revision as of 17:36, 9 March 2023 by Thomas Glennon (talk | contribs) (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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Revision as of 17:36, 9 March 2023 by Thomas Glennon (talk | contribs) (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...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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.