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 list will show you each quote, the stage and expected earnings. You can filter at the top of the list by stage

You do have the ability to edit quotes, but all quotes must be created through the deals module..

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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 ...