05. Deals

When you get to the point in the sales process were you ready to make a deal or issue a quote you will go to the deals section and create a deal

While you are in the deal information form make sure and put the products that your client is interested in in the products and pricing table. Once you submit the deal we will get notified. Your account manager will look over the deal and verify all the information.

Once the information in the deal is verified, and you already send a quote, you can click edit on the deal scroll to the bottom and check the box that says create quote and hit submit

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• 04. Modules and Accounts

  Once your lead has been qualified and converted in the system an account and contact they will appear in each section. Accounts is the company, and the contact is the person that works for the company.  Accounts cannot be added into the system so ...

• 06. Quotes

  Once you create a quote from your deal you can go to the quote section then find your quote in the list, from there you can check to verify accuracy. In the main quotes page you will find all quotes that have drafted, sent, won and lost. The main ...