Additional feature: sales root folder
Adds simple management of offers and forecast queries
Where can I search for my quotes? Which of my quotes are open? Which are closed? And where can I see my forecasts? The additional function additional featureSales has the answers and helps to keep track of all sales activities.
How it works
Within the following subfolders you can manage quotes, view sales activities and call up forecasts:
- Search for offers
- All open quotes
- Quotes made
- Completed quotes
- Rejected quotes
- Sales activities
- Queries
- Forecast
A detailed description can be found in the Knowledge Base article Additional Feature: sales root folder
There you will also find the file for download.
