Sales Opportunity Process

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41 articles in this collection
Written by Isobel Honour

Confirming a Quote Record

This article outlines how to confirm a quote record within the CRM.
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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.
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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 record.
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Written by Isobel Honour
Updated over a week ago

Adding Quote Groupings to a Quote Record

This articles outlines how to add quote groupings to your quote record.
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Written by Isobel Honour
Updated over a week ago

Quoting & Sales Pipelines in B2B Wholesale, Distribution & Manufacturing Businesses

This article outlines how the CRM can help support your sales model.
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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.
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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.
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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.
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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 record using the Upsell Manager Links.
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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.
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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 record.
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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 record within the CRM.
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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 record.
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Written by Isobel Honour
Updated over a week ago

Adding Products to Quote Using Quick Search

This article outlines how to add products to a Quote record using the quick search.
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Written by Isobel Honour
Updated over a week ago

Adding Products to Quote using Multi-line Order Entry

This article outlines how to add products to your Quote using Multi-line Order Entry
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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.
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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.
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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 record.
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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 record from a CSV or Excel file.
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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 record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Statuses

This article outlines how to configure your Lead Statuses within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Analysis

This article will outline how to configure your Lead Analysis within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Size & Margin

This article will outline how to configure your Lead Size within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Source

This article will outline how to configure your Lead Sources within the CRM.
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Written by Isobel Honour
Updated over a week ago

Sales - Introduction

This article introduces the sales topic & which levels of the CRM hierarchy it will focus on.
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Written by Isobel Honour
Updated over a week ago

Standard Sales Reports Available

This article outlines the standard Sales Reports available within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Types

This article will outline how to configure your Lead Types within the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Lead Pipelines

This article outlines how to configure your Lead Pipelines within the CRM.
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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.
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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.
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Written by Isobel Honour
Updated over a week ago

Using Lead Pipelines

This article outlines how to use the Lead Pipelines within the CRM for your Sales Opportunity Process.
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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.
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Written by Isobel Honour
Updated over a week ago

Lead, Quotation & Sales Order Records Defined

This article aims to help you to determine when to use a Lead, Quotation & Sales Order record, whilst establishing their main differences.
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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.
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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 record.
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Written by Isobel Honour
Updated over a week ago

Creating a new Lead Record

This article outlines how to create a new Lead record under a Contact.
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Written by Isobel Honour
Updated over a week ago

Creating a Quote under a Lead or Problem Record

This article outlines how to add product lines and create a Quote under a Lead or Problem record.
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Written by Isobel Honour
Updated over a week ago

Changing a Status

This article outlines how to set and change a status on a Lead or Problem record.
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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.
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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.
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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 record.
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Written by Isobel Honour
Updated over a week ago