Presales

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OVERVIEW

• Opportunities​
• Visits (Distributors)
• Quotes (Distributors)
• Quotes (Fabricators)
• Holds (Distributors)
• CRM

PROCEDURES

• Create an Opportunity
• Create a Quote (distributors)
• Add Option Pricing
• Printing Quotes
• Converting a Quote to a Sale
• Create a Hold
• Releasing Holds
• Printing Hold Letters & Labels
• Creating a New Visit
• Printing Visits (Selection Sheets)
• Creating a CRM Event
• CRM To-Do List & Calendar

COMMON QUESTIONS

• Unable to Change Billing Customer
• Export to Excel
• New Quote/SO Interface