Sales Opportunity Process

Default Setting for Recalculating Pricing & Discounts

How to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.

Written by Isobel Honour
Updated over a week ago

Quote Line Search Options

Disable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.

Written by Isobel Honour
Updated over a week ago

Confirming a Quote

This article outlines how to confirm a Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Confirming a Sales Order

This article outlines how to confirm a Sales Order within the CRM.

Written by Isobel Honour
Updated over a week ago

Resequencing Upsell Manager Products

This article outlines how to resequence Upsell Manager products on a Quote.

Written by Isobel Honour
Updated over a week ago

Adding Quote Groupings to a Quote

This articles outlines how to add Quote Groupings to your Quote.

Written by Isobel Honour
Updated over a week ago

Reserving Stock when Quoting

This article outlines how to reserve stock when quoting within the CRM.

Written by Isobel Honour
Updated over a week ago

Reserving Stock for Pre-season Estimates

This article outlines how to reserve stock for pre-season estimates when quoting within the CRM.

Written by Isobel Honour
Updated over a week ago

CRM Product Creation

This article outlines how to create products in the Accounting System at the point of Order Confirmation.

Written by Isobel Honour
Updated over a week ago

Different Upsell Manager Links Explained

This article outlines the different Upsell Manager Link options available within the CRM.

Written by Isobel Honour
Updated over a week ago

Using Upsell Manager Links when Quoting

This article outlines how to add products to your Quote using the Upsell Manager Links.

Written by Isobel Honour
Updated over a week ago

Using Product Packs when Quoting

This article outlines how to use Product Packs when adding products to a Quote.

Written by Isobel Honour
Updated over a week ago

Different Ways of Adding Products to a Quote

This article outlines the different ways of adding products to your Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Copying Quote Lines

This article outlines how to copy existing Quote lines to a new Quote.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote Using Quick Search

This article outlines how to add products to a Quote using the Quick Search.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote using Multi-line Order Entry

This article outlines how to add products to your Quote using Multi-line Order Entry

Written by Isobel Honour
Updated over a week ago

Using your Product Restrictions

This article outlines how to use your configured Product Restrictions within the CRM.

Written by Isobel Honour
Updated over a week ago

3 Reasons why you should use Product Restrictions

This article outlines particular scenarios when product restrictions within the CRM could help your business.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote from Recent Purchase History

This article outlines how to add products using the Recently Purchased search to your Quote.

Written by Isobel Honour
Updated over a week ago

Importing Products to a Quote from a CSV/Excel File

This article outlines how to import products to a Quote from a CSV or Excel file.

Written by Isobel Honour
Updated over a week ago

Performing Bulk Actions on Quote Lines

This article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Configuring Opportunity Statuses

This article outlines how to configure your Opportunity Statuses within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure Opportunity Analysis

This article will outline how to configure your Opportunity Analysis within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure Opportunity Size & Margin

This article will outline how to configure your Opportunity Size & Margin within the CRM.

Written by Isobel Honour
Updated yesterday

Configure your Opportunity Sources

This article will outline how to configure your Opportunity Sources within the CRM.

Written by Jess Heald
Updated over a week ago

Sales - Introduction

This article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.

Written by Isobel Honour
Updated over a week ago

Standard Sales Reports Available

This article outlines the standard Sales Reports available within the CRM.

Written by Isobel Honour
Updated over a week ago

Configuring Opportunity Pipelines

This article outlines how to configure your Opportunity Pipelines within the CRM.

Written by Isobel Honour
Updated over a week ago

Using your Quote Document Template

This article outlines how to use your Quote Document templates within the CRM.

Written by Isobel Honour
Updated over a week ago

Worst, Likely & Best Figures Explained

This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.

Written by Isobel Honour
Updated over a week ago

Using Opportunity Pipelines

This article outlines how to use the Opportunity Pipelines within the CRM for your Sales Opportunity Process.

Written by Isobel Honour
Updated over a week ago

At a Glance Information - Division Level

This article outlines where you can find the At a Glance information at Division level within the CRM.

Written by Isobel Honour
Updated over a week ago

Opportunity, Quotation & Sales Order Defined

This article aims to determine when to use an Opportunity, Quotation & Sales Order, whilst establishing their main differences.

Written by Isobel Honour
Updated over a week ago

Creating a Sales Order

This article outlines how to create a Sales Order within the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a Quote Under a Division/Contact

This article outlines how to create a Quote under a Division or Contact.

Written by Isobel Honour
Updated over a week ago

Creating a New Opportunity

This article outlines how to create a new Opportunity under a Contact.

Written by Isobel Honour
Updated over a week ago

Creating a Quote under an Opportunity or Problem

This article outlines how to add product lines and create a Quote under a Opportunity or Problem.

Written by Isobel Honour
Updated over a week ago

Changing a Status

This article outlines how to set and change a status on an Opportunity or Problem.

Written by Isobel Honour
Updated over a week ago

Template Quotes

This article outlines how to use Template Quotes to create new Quotes within the CRM.

Written by Isobel Honour
Updated over a week ago

Allow Editable Descriptions, Prices & Discounts on a Quote

This article outlines how to enable editing of certain fields on the line of a Quote.

Written by Isobel Honour
Updated over a week ago

Setting a Sales Ledger on a Division

This article will outline how to search for and associate a Sales Ledger with a Division.

Written by Isobel Honour
Updated over a week ago